FMG, a marketing technology platform serving the wealth management and insurance industries, announced the launch of its Marketing Intelligence System, an internal AI-powered platform designed to help its teams access approved sales materials, customer proof points, product information, campaign assets, and institutional knowledge through natural-language search and AI-assisted retrieval.
The new system is intended to help FMG better support enterprise partners and the more than 80,000 financial advisors and insurance professionals it serves by improving speed, consistency, and relevance across customer-facing operations. FMG said the platform reflects its broader strategy of embedding AI throughout its organization and creating a feedback loop between internal execution, product development, and customer outcomes.
According to the company, the Marketing Intelligence System is already being used across its sales and marketing teams and is built on a unified repository of product information, asset libraries, brand guidelines, and institutional knowledge.
The platform currently supports three primary workflows:
- Sales Enablement: Helps teams quickly identify and assemble relevant sales collateral, including pricing sheets, case studies, testimonials, and product materials tailored to specific prospects and business scenarios.
- Content Creation: Generates personalized and branded materials such as proposals, presentations, follow-up communications, and campaign content, allowing teams to create customized assets more efficiently.
- Ask It Anything: Provides employees with instant access to answers regarding products, positioning, and customer-related questions by drawing from FMG’s internal knowledge base.
FMG said these capabilities are designed to reduce operational friction, improve response quality, and create a more consistent experience across sales, marketing, customer success, and enterprise engagement functions.
The company views the initiative as more than a productivity tool, describing it as a learning engine that helps improve products and customer outcomes through continuous operational insights.
Based in San Diego, FMG provides marketing technology solutions for registered investment advisors, independent broker-dealers, wealth management firms, banks, credit unions, insurance organizations, and individual financial professionals. Its platform combines website management, email marketing, social media tools, compliant texting, automation, AI-powered capabilities, content, and enterprise controls into a single integrated solution.
KEY QUOTES:
“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. 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. We’ve reimagined the entire experience for the enterprises, financial advisors, and insurance professionals growing with FMG.”
Dave Christensen, CEO, FMG
“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. 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.”
Susan Theder, Chief Marketing Officer, FMG
