ERP CRM PSAFMG Suite Ranked #1 Marketing Platform for Financial Advisors for Second Year

PRNewswire PRNewswireMarch 26, 20204 min

FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced that it once again ranked first place for market share in the Digital Marketing Tools & Services category in the T3/Inside Information Advisor Software Survey.

Now in its fourth year, the survey conducted by Joel Bruckenstein and Bob Veres seeks to help advisory firms evaluate advisor technology offerings across 20 different industry categories. Each offering was evaluated based on overall market penetration and customer satisfaction in its category by a panel of more than 5,000 advisors.

With nearly a quarter of all advisory firms using digital marketing tools to grow their businesses, FMG Suite’s comprehensive marketing solution for financial services professionals led the pack in 2019 and again in 2020, achieving market share of 11 percent and nearly 10 percent, respectively. Additionally, FMG Suite remains in the top three highest ranked companies for customer satisfaction.

“For the second year in a row, more than 5,000 financial advisors were surveyed and once again ranked FMG Suite as the market leader in the digital marketing services and tools category,” said Joel Bruckenstein, T3 Technology Hub President.

“Building relationships at scale as an advisor is impossible without the right technology to launch campaigns and communications that deliver relevant information when it matters most. We pride ourselves on delivering content that makes a difference to investors, as we did during the recent coronavirus outbreak, with the passage of the SECURE Act, and the recent SEC Regulation Best Interest (BI),” said Dave Christensen, FMG Suite’s Chief Product Officer.

“It’s immensely gratifying to see this response from the advisors we serve. Everyone at FMG Suite is committed to helping advisors become extraordinary marketers. Our solution is built on that commitment, and it drives all decisions we make to meet the ever changing needs of financial advisors,” said Scott White, FMG Suite CEO.

Download the 2020 T3/Inside Information Advisor Software Survey Report here.

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