New Advertising and marketing Intelligence System helps FMG groups enhance execution and higher help the big enterprises and greater than 80,000 monetary advisors and insurance coverage professionals they serve
San Diego, CA, Might 28, 2026 – FMG, a number one advertising know-how platform for wealth administration and insurance coverage organizations, immediately introduced the launch of its Advertising and marketing Intelligence System, a brand new inner AI-powered platform that offers FMG groups on the spot entry to accepted gross sales supplies, buyer proof factors, product info, marketing campaign property, and institutional data by means of natural-language search and AI-assisted retrieval.
The system is designed to assist FMG serve advisors and enterprise companions with better pace, consistency, and relevance. By making use of AI first to its personal gross sales, advertising, and customer-facing workflows, FMG is making a sensible suggestions loop between inner execution, product growth, and buyer outcomes.
“For years, there have been issues we wished to unravel for advisors and enterprises that had been marked as unattainable and left on the shelf, however AI has modified that,” stated Dave Christensen, CEO of FMG. “With AI woven into how FMG builds, sells, and serves, the Advertising and marketing Intelligence System is one in every of many examples of how FMG now operates as an AI-first firm. We’ve reimagined your entire expertise for the enterprises, monetary advisors, and insurance coverage professionals rising with FMG.”
Optimized Workflows for Skilled Execution
The Advertising and marketing Intelligence System is already in lively use throughout FMG’s gross sales and advertising groups, drawing on a unified supply of reality that features FMG’s asset library, product briefs, and model pointers and voice. It helps three high-value workflows:
- Gross sales Enablement: Helps groups immediately assemble the fitting collateral for a particular prospect, pulling pricing sheets, case research, testimonials, and product supplies matched to agency sort, progress objectives, or shopping for state of affairs. The result’s sooner, extra related responses for prospects.
- Content material Creation: Generates branded, customized property on demand, from proposals and follow-ups to displays and marketing campaign content material. Group members can produce on-brand, custom-made supplies mapped to a prospect’s particular challenges in minutes, offering a extra responsive, tailor-made expertise.
- Ask It Something: Offers each group member on the spot solutions to product, positioning, and buyer questions, drawn from FMG’s full physique of institutional data. With the reply all the time one query away, FMG groups can serve prospects with better pace and confidence.
Collectively, these workflows are designed to scale back inner friction, enhance response high quality, and assist FMG ship a extra constant expertise throughout gross sales, advertising, buyer success, and enterprise relationships.
A Flywheel, Not a Function
FMG views inner AI adoption as greater than a productiveness and effectivity initiative. It’s a steady studying engine: higher inner workflows create sharper insights, sharper insights enhance merchandise, and stronger merchandise assist prospects develop.
“The subsequent period of progress in fintech and wealthtech shall be formed by companies that put AI to work deep inside their very own operations, earlier than bringing it to prospects,” stated Susan Theder, Chief Advertising and marketing Officer of FMG. “FMG’s groups use AI daily to serve advisors and enterprises, and that working expertise is what turns a advertising platform into a real progress companion. The companies that develop with FMG profit from what we’ve already realized, so that they have a head begin on what comes subsequent.”
About FMG
FMG is a number one advertising know-how platform serving greater than 80,000 monetary advisors, insurance coverage professionals, and the enterprises that help them. FMG helps RIAs, impartial broker-dealers, wealth administration companies, banks, credit score unions, insurance coverage organizations, and particular person producers drive natural progress by means of smarter shopper acquisition, stronger retention, and extra environment friendly advertising execution.
Its built-in platform brings collectively web sites, e mail advertising, social media, compliant texting, automation, AI-powered instruments, content material, and enterprise controls right into a single resolution constructed for monetary providers. FMG is persistently acknowledged for market management, innovation, and buyer satisfaction, together with high rankings within the annual T3 Advisor Software program Survey.
Primarily based in San Diego, FMG helps outline the way forward for natural progress for monetary providers companies by combining advertising experience, fashionable know-how, and sensible AI. Study extra at www.fmgsuite.com.
Media Contact:
Donald Cutler
Haventower
