FMG Launches AI System to Help Sales and Marketing Teams Serve 80,000+ Advisors
FMG, a marketing technology platform for wealth management and insurance firms, has launched an internal AI system designed to help its sales and marketing teams access approved materials, customer proof points, and product information through natural-language search.
The Marketing Intelligence System draws from a unified repository of sales collateral, content libraries, brand guidelines, and institutional knowledge. FMG said the platform is already in use across its sales and marketing teams.
Three Primary Workflows
The system supports three main functions:
- Sales Enablement: Teams can quickly assemble pricing sheets, case studies, testimonials, and product materials tailored to specific prospects and business scenarios.
- Content Creation: The platform generates personalized proposals, presentations, follow-up communications, and campaign content, reducing the time needed to create customized assets.
- Ask It Anything: Employees get instant answers to questions about products, positioning, and customers by querying the internal knowledge base.
FMG said these capabilities reduce operational friction and improve consistency across sales, marketing, customer success, and enterprise engagement functions.
Broader AI Strategy
The company frames the system as more than a productivity tool. FMG describes it as a learning engine that improves products and customer outcomes through continuous operational insights.
Dave Christensen, FMG's CEO, said the company now operates as an AI-first organization. "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," he said.
Susan Theder, FMG's chief marketing officer, added that firms should embed AI in their own operations before bringing it to customers. "The firms that grow with FMG benefit from what we've already learned, so they have a head start on what comes next," she said.
FMG serves more than 80,000 financial advisors and insurance professionals across registered investment advisors, independent broker-dealers, wealth management firms, banks, credit unions, and insurance organizations. The company's platform combines website management, email marketing, social media tools, compliant texting, and automation in a single solution.
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