- Strategic Marketing and Lead Generation Capabilities Aimed at Accelerating Growth for the Broker Dealer and Their Financial Professionals
FMG Suite, a SaaS company specializing in marketing software and services for financial professionals and insurance agents, announced that it has launched an enterprise partnership with Prospera, a boutique broker-dealer catering to independent financial service professionals.
Marketing Your Way, Prospera’s custom m***************** includes websites, social media, emails, content, and lead gen capabilities—all within one platform. Paired with Prospera’s hands-on and personalized service model, this aims to help financial professionals simplify marketing while increasing AUM.
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With Marketing Your Way, Prospera’s financial professionals can access hundreds of articles, videos, and infographics–created by both Prospera and FMG Suite. Marketing Your Way also supports multi-channel communications that mitigate risks with a built-in approval process connected directly to compliance teams.
“With everything that has happened over the last year, digital marketing is more critical than ever,” said Tarah Williams, Chief Administrative Officer, Prospera. “This is why we partnered with FMG Suite to deliver our financial professionals powerful tools to communicate—with lead generation as a very important component in their overall marketing strategy.”
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“Prospera is a forward thinking firm that is investing in the success of their financial professionals,” said FMG Suite CEO, Scott White. “Our easy to use MarTech tools and content are constantly being updated and innovated to help partners like Prospera attract and retain the best financial professionals.”
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