FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™–an artificial intelligence-powered engine–to its content library.
With this addition and other planned product enhancements in 2020, FMG Suite is poised to continue its solid growth trajectory. In the last four years, the company added thousands of financial service professionals as customers, executed Enterprise License Agreements with Advisor Group, Avantax Wealth Management, Cetera Financial Group, and Waddell & Reed Financial, and showed a five-fold increase in revenue martech news.
Starting this month, FMG Suite customers will have access to Curator™, a new feature that employs artificial intelligence (AI) to curate and prescreen for compliance conflicts a stream of unique, personalized articles from thousands of trusted third-party sources such as Forbes, Golf Digest, and Wall Street Journal. In a few easy clicks, advisors can share articles based on their interests via social media or email, with automatic routing through their broker-dealer’s compliance departments for approval.
Over time, Curator™ uses machine learning to fine-tune its content recommendations based on the articles the financial professional chooses to share, audience engagement with those articles, and compliance actions. By sharing content that reflects their unique personal and professional interests, FMG Suite is helping its customers build stronger and more lasting relationships with their clients and prospects martech.
Boasting the industry’s largest, domain-specific content library, FMG Suite continues to add materials from its acquisitions of Platinum Advisor Strategies and MarketingPro, including presentations, whitepapers, ebooks, commentaries, and print content such as quarterly magazines and greeting cards. The FMG Suite team has grown to support this rapid product expansion across its San Diego headquarters and four additional offices throughout the United States.