Communication Is Everything
Discover FMG, a multichannel digital marketing automation platform that helps you to execute your marketing efforts in a scalable yet personal way from one convenient hub.
Why Automation Works for You:
- Stay Top of Mind: Send birthday emails, market updates, and seasonal tips automatically.
- Save Time: Set it once—campaigns keep running while you work with customers.
- Never Miss a Moment: Automatically celebrate life events and milestones with your contacts.
- Always Compliant: Built-in approval workflows keep you marketing-ready and protected.
Save Time with Powerful Marketing Automations
Set it and forget with pre-built campaigns that automatically trigger beautifully designed emails, social posts, newsletters, birthday greetings and more.
Stand Out with Personalized Greeting Cards
Automatically send printed greeting cards for birthdays, holidays and other memorable occasions. Show customers they matter by remembering what’s important to them.
Save Time with a One-click Compliance Workflow
Submitting emails, social posts, or website updates is just a simple click within the dashboard to help you easily and quickly keep track of what’s pending and what’s approved to send.
Automations Available
Happy Birthday Email
These animated birthday ecards are delivered to your contacts’ inboxes on the day of their birthday. Each age has a different design and greeting.
Frequency: Sends annually on a contact’s birthday
Market Insights Newsletter
This email newsletter includes a market commentary video and a written report —with an overview of last month’s market performance and a glance at the month ahead.
Frequency: Sends during the first half of every month
Referral Messages
These seasonal check-in emails help you learn if anything has changed in
customers’ lives and also include a soft ask for referrals.
Frequency: Sends quarterly ~ mid- month: Jan., May, Jul., Dec.
Retirement Insights
Inform pre-retirees of financial and lifestyle changes on the horizon with a newsletter entitled “Retirement Insights”.
Frequency: Sends quarterly
Social Media
These automated social posts keep your feed full and your profile active week after week.
Frequency: Custom posting schedule
Video of the Month
This monthly email includes a video on a financial topic that simplifies the complex, entertains and educates, and establishes you as a knowledgeable guide.
Frequency: Sends on the 3rd Tuesday of every month
Pricing
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Support
Help? (858) 291-2420 | Email Customer Service at support@fmgsuite.com
