Home Financial Advisor FMG Pronounces “One-Click on” AI-Powered Personalization

FMG Pronounces “One-Click on” AI-Powered Personalization

FMG Pronounces “One-Click on” AI-Powered Personalization


SAN DIEGO, Calif., March 7, 2023 – FMG Suite, a SaaS firm specializing in advertising and marketing software program and companies for monetary advisors, at this time introduced the launch of a brand new AI-powered content material personalization engine for social media content material.

This game-changing know-how is a product of a robust mixture of two AI platforms: the Vestorly AI-powered content material curation and compliance platform acquired by FMG in 2022 and OpenAI GPT. Collectively, these platforms enable FMG to offer compliant, one-click personalization of its content material, beginning with social media posts and increasing to emails, weblog posts, video scripts, newsletters, touchdown pages, and extra.

For the reason that Vestorly acquisition, FMG has been engineering GPT to personalize content material by personas, summarize articles, and create participating social posts. In depth testing has made it clear that the profitable mixture is well-written content material + proprietary GPT prompts + AI compliance screening + human high quality assurance.

“The acquisition of Vestorly, mixed with the advances at OpenAI, have significantly accelerated our efforts to offer personalised content material to monetary advisors,” mentioned Dave Christensen, Chief Product Officer. “We’ve at all times envisioned a world the place advisors can leverage our content material library as a place to begin and, with the clicking of a button, customise it to be authentically and uniquely theirs. GPT-3.5 is a disruptor not like something we’ve seen earlier than in advertising and marketing know-how and can possible displace and shift the methods of many corporations in our house. FMG has assumed the proper place to harness developments in AI and put the facility of content material personalization and automation, throughout each advertising and marketing channel, within the fingers of advisors. It’s a really thrilling time!”

The FMG’s new “one-click” AI-powered social media content material engine is presently in Beta and being rolled out to all clients in March. It really works throughout the Curator product on our Cell App to offer a software for advisors to generate customized captions for his or her social media posts based mostly on finest practices set by FMG’s thought leaders, comparable to utilizing questions to interact readers, together with bullets and emojis, summarizing key factors, and together with hashtags. The long run phases will allow enhanced personalization based mostly on preferences for tone, size, and formatting – in essence, a “digital voice print” that shall be added to their profile and may be utilized to any content material on the platform.

Additionally on the roadmap is a characteristic that alerts advisors if their content material could also be flagged by compliance departments. This can assist streamline the evaluation course of and considerably scale back the workload for compliance groups. In time, clients of FMG will be capable to use the “one-click” personalization software for all content material varieties, together with emails, blogs, white papers and e-books, greeting and notice playing cards, and video scripts, making it easy to repurpose and distribute content material throughout channels.

“Content material advertising and marketing is the one undebatable ingredient of profitable monetary advisor advertising and marketing,” mentioned Susan Theder, Chief Advertising and Expertise Officer. “The brand new ‘one-click’ personalization characteristic will allow advisors to create advertising and marketing content material that displays their distinctive voice throughout all channels whereas additionally complying with business rules. I’m excited to assist advisors leverage this development to extend the effectivity and effectiveness of their advertising and marketing efforts.”

About FMG
FMG powers an all-in-one advertising and marketing platform that helps greater than 40,000 monetary advisors and insurance coverage brokers keep linked with shoppers and develop their companies. Creating over 200 new items of well timed and genuine content material for its library every month, FMG empowers its clients to execute efficient advertising and marketing campaigns in an environment friendly and compliant method. FMG is rated first in market share and buyer satisfaction by T3 Software program Survey Report and is the recipient of many business awards, together with Greatest Advertising Automation and Social Media Platform. Based mostly in San Diego, CA, with satellite tv for pc workplaces nationwide, FMG is a thought chief in combining advertising and marketing finest practices with cutting-edge know-how to offer its clients a aggressive benefit. For extra data on FMG Suite and its modern advertising and marketing options, please go to www.FMGsuite.com.



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