Banks and Credit Unions
FMG’s marketing platform provides a seamless, white-label solution for Banks and Credit Unions looking to empower the firm’s client-facing wealth management teams to develop their own personal brands while making it easy for the firm’s marketing team to effectively manage marketing and communications across all channels, using one easy-to-use platform.
A proven marketing platform
FMG has more experience than any other SaaS marketing firm in the industry. We understand your goals and have the people and technology to help you execute your vision with minimal business or financial risk.
Content solutions
Publish and manage your firm's content in seconds
Make it easy for your advisors to use the content you create — from market commentaries, new client onboarding campaigns, and timely emails to seminar kits, downloadables, and ebooks. With the click of a mouse, your content is in the hands of their clients.
All-in-one
One platform to manage email, social media and more
From email and social media tools to a library of authentic, timely content, FMG’s platform provides everything your advisors, private bankers, and trust officers need to deepen client relationships, build their networks, nurture prospects, and establish a controlled presence on social media.
Time-savings
Free up valuable compliance resources
By providing advisors with a pre-approved library, your compliance team only reviews when the advisor edits the content. Advisors love that they don’t have to use a separate compliance system, and compliance loves the time savings.
Safe & Secure
One platform to manage email, social media and more
FMG takes cybersecurity/data protection very seriously, using a combination of industry-leading cloud data centers, cybersecurity/data protection best practices (encryption, Single Sign-On, backups, and more), and security testing through external partners to protect your data. To learn more about our security practices, click here.
You empower them. We empower you
We're proud to partner with the industry's leading wealth management firms
All products and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
Discover how we can solve the challenge of scalably supporting your advisors’ marketing efforts
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