The new marketing intelligence system will enable the FMG team to improve execution and better support the more than 80,000 financial advisors and insurance professionals they serve with large corporations.
san diego, May 28, 2026 /PRNewswire/ — FMG, the leading marketing technology platform for wealth management and insurance organizations, announced today that marketing intelligence systema new internal AI-powered platform, gives FMG teams instant access to approved sales collateral, customer proof points, product information, campaign assets, and organizational knowledge through natural language search and AI-assisted search.
The system is designed to enable FMG to provide fast, consistent and relevant service to advisors and corporate partners. FMG is first applying AI to its sales, marketing, and customer-facing workflows to create actionable feedback loops between internal execution, product development, and customer outcomes.
“For years, there were problems we wanted to solve for advisors and businesses that were marked as impossible and put on the back burner, but AI has changed that,” he said. Dave Christensen, FMG CEO. “With AI built into the way FMG is built, sold and serviced, our marketing intelligence system is one of many examples of how FMG operates as an AI-first company. We’ve reimagined the entire experience for businesses, financial advisors and insurance professionals who grow with FMG.”
Optimized workflow for expert execution
The Marketing Intelligence System is already in active use across FMG’s sales and marketing teams, leveraging a unified source of truth that includes FMG’s asset library, product overviews, and brand guidelines and opinions. Supports three high-value workflows:
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Sales promotion: Help your team capture pricing sheets, case studies, testimonials, and product materials that match your company type, growth goals, or purchase scenario to instantly assemble the right collateral for specific prospects. The result is a faster, more relevant response for your prospects.
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Create content: Generate branded and personalized assets on demand, from recommendations and follow-ups to presentations and campaign content. Team members can create customized, on-brand materials that address prospects’ specific pain points in minutes, delivering a more responsive and customized experience.
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Ask me anything: Provides immediate answers to product, positioning, and customer questions to all team members based on FMG’s organization-wide knowledge. With one question answered every time, FMG teams can serve customers faster and more confidently.
