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.


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.


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

“If I’m honest, we did 2 years of intense due diligence before selecting FMG. They literally checked all of our boxes. The feedback from our advisors since we launched has been awesome! They are fired up. I’m just getting started and couldn’t be happier with our choice.”
Shannon Spotswood
President of RFG Advisory

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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