Bank/Credit Union
Drive Growth. Strengthen Your Brand. Ensure Compliance.
FMG’s all-in-one marketing and compliant texting platform helps banks and credit unions empower their advisors, maintain strict regulatory compliance, and deliver a unified, institutionally controlled client experience.
Deliver a Scalable, Bank-Approved Marketing Solution—Built for Institutional Growth
Banks and credit unions need a marketing platform that aligns with institutional brand standards, integrates seamlessly with their partner, and maintains full compliance oversight. FMG provides a centralized, scalable marketing solution that enhances advisor productivity while ensuring regulatory adherence and brand consistency across every client interaction.
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.”
Industry-Leading Marketing Tools
Scale Advisor Marketing with Enterprise-Grade Solutions
FMG equips banks and credit unions with a secure marketing platform designed to streamline advisor outreach while ensuring compliance across multiple layers of internal review. From email and social media to event promotions, print materials, and AI-driven content, FMG enables institutions to deliver a consistent, brand-aligned marketing experience across all advisors. Built-in automation and a customizable content library ensure efficiency, adoption, and regulatory control.
Content Solutions
Institutionally Controlled Content Strategy
Managing compliance across Banks and Credit Unions can be resource-intensive. FMG significantly reduces the burden with pre-approved content that minimizes compliance review efforts. FMG allows banks to centralize content approval while giving advisors access to FINRA-reviewed, pre-approved materials for digital and print marketing. Firms can also create and distribute custom content, ensuring compliance and alignment with the institution’s broader financial services strategy.
Save Time
Free Up Valuable Compliance Resources
Bank compliance teams face multiple layers of oversight, from FINRA/SEC to internal risk and legal departments. FMG reduces compliance workload by offering pre-approved, compliant content that advisors can use immediately. Automated workflows proactively flag risks before submission, ensuring seamless compliance while improving advisor productivity.
Compliant Texting
Protect Client Communications with Bank-Approved Solutions
Texting is a critical client engagement tool, but banks and credit unions face strict compliance challenges. MyRepChat (MRC) offers a fully compliant, institutionally approved texting solution that archives and supervises all messages in accordance with SEC Rule 17a-4. Built-in workflows ensure risk oversight without disrupting advisor-client engagement, allowing financial institutions to balance compliance with digital convenience.
Seamless Integrations
Connecting Advisors’ Favorite Tools with Ease
FMG integrates with the industry’s leading CRMs, including Redtail, Salesforce, and Wealthbox. Social media integrations with LinkedIn, Instagram and Facebook allow institutions to maintain a controlled, brand-approved online presence, while built-in Canva and Unsplash integrations enable advisors to create professional, compliant visuals without leaving the platform. Maintain a strong, compliant brand presence—at scale.
Safe & Secure
Single Platform to Manage Email, Social Media, and More- With Enterprise-Grade Security
At FMG, data security and compliance are top priorities. Our platform is SOC 2 certified, ensuring we meet the highest industry standards for data protection, privacy, and security controls. Built on enterprise-grade cloud infrastructure, FMG safeguards your data with encryption, Single Sign-On (SSO), automated backups, and continuous security monitoring. We also conduct regular third-party security audits and penetration testing to stay ahead of evolving cyber threats. Learn more about our security practices here.
We're proud to partner with the industry's leading wealth management firms
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On-demand webinar replay
5 Reasons You’re Not Getting Any Results on Social Media + How to Fix It
From Conversation to Content Workshop
Communications Workshop
Discover how we can solve the challenge of scalably supporting your advisors’ marketing efforts
