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FMG Suite Review

3

Β·

Excellent

Revainrating 5 out of 5Β Β 
RatingΒ 
5.0
Marketing, Marketing Automation

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Description of FMG Suite

FMG Suite is the premier automated content marketing system for financial advisors.

Reviews

Global ratings 3
  • 5
    3
  • 4
    0
  • 3
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  • 2
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  • 1
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Type of review

Revainrating 5 out of 5

Great Platform To Manage All Client Accounts

The ability to create client accounts, manage them in one place (allowing you to focus more of your time/effort into other areas), emailing clients directly from their account with reminders when needed or scheduled events are great features! I wish there was an easy way to track my open rate / click rates etc. This could be beneficial for me as well if it's not already available. If looking at this product make sure that all needs will meet your requirements. We have seen increased engagement

Pros
  • Easeof use is very user friendly & intuitive..we had no issues starting up new customer relationships using fmsuite.and can easily navigate around within its capabilities once setup properly !!! Our CPA team loved how simple everything seemed..they were ableto simply copy files via excel instead having multiple platforms requiring constant transferring between different applications...all they need
Cons
  • Zero

Revainrating 5 out of 5

Fmg suite - the easy to use, all in on platform!

I like that you can create as many forms or templates within our platform to suit your needs, it's very easy with this software! It was difficult at first but once we got used of how intuitive everything works now i have no complaints about anything (except maybe my bank account!) The customer service could use some work in regards creating new accounts etc., however they are quickly fixed when there an issue arises so don't let any issues get through without reporting them-it will be resolved…

Pros
  • Easy UI for both administrators /users alike , great support team available around 24 hours 7 days.Easy signup process including credit card authorization..Very robust data capture capabilities.I love being able send emails directly form inside system instead having todo separate steps..Great product!!! Great Support Team!!!! They respond fast too !
Cons
  • Will fit

Revainrating 5 out of 5

This is a great tool to help you build content and distribute it automatically to social media sites.

A very intuitive tool to help build content and distribute it automatically to social media sites. It has a large library of pre-written articles that can be inserted into posts, but if you're a developer, you can create your own. The platform offers many other features such as quizzes, surveys, polls, apps, and more. In addition, it integrates with email marketing, so you can send targeted emails to clients based on answers to certain questions. There is a learning curve to use the software…

Pros
  • Very intuitive tool to help build content and distribute it automatically to social media sites.
  • Has a large library of pre-written articles that can be inserted into posts, but if you're a developer, you can create your own.
  • Can integrate with email marketing, so you can send targeted emails to clients based on answers to certain questions.
Cons
  • Learning curve to use the software
  • Needs more functions