FMG, the San Diego-based marketing technology platform for wealth management and insurance organizations, announced the launch of its Marketing Intelligence System, an internal AI-powered platform designed to help FMG serve advisors and enterprise partners with greater speed, consistency and relevance.
“For years, there were problems we wanted to solve for advisors and enterprises that had been marked as impossible and left on the shelf, but AI has changed that,” said Dave Christensen, CEO of FMG. “With AI woven into how FMG builds, sells, and serves, the Marketing Intelligence System is one of many examples of how FMG now operates as an AI-first company.”
By applying AI to its sales, marketing and customer-facing workflows, FMG said it aims to create a feedback loop between internal execution, product development and customer outcomes. The system gives its teams instant access to approved sales materials, customer proof points, product information, campaign assets and institutional knowledge through natural-language search and AI-assisted retrieval.
“The next era of growth in fintech and wealthtech will be shaped by firms that put AI to work deep inside their own operations, before bringing it to customers,” said Susan Theder, Chief Marketing Officer of FMG. “FMG’s teams use AI every day to serve advisors and enterprises, and that operating experience is what turns a marketing platform into a true growth partner. The firms that grow with FMG benefit from what we’ve already learned, so they have a head start on what comes next.”
The FMG platform serves more than 80,000 financial advisors, insurance professionals and the enterprises that support them. The firm says it works to help RIAs, independent broker-dealers, wealth management firms, banks, credit unions, insurance organizations and individual producers create organic growth through client acquisition, retention and marketing execution.
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