FMG Suite, a SaaS leader with expertise in offering marketing software and services for financial advisors, revealed the introduction of Marketing Suite Business Edition, an all-inclusive product designed particularly for the requirements of mid-market financial companies such as banks, RIAs, and credit unions. The latest additions to the offering address distinctive bottlenecks faced by mid-sized organizations in handling multi-advisor pre-sales efforts, compliance, and client engagement.
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This comprehensive marketing suite is particularly designed for mid-market credit unions, banks, and RIAs to simplify advisor marketing approaches to ensure growth. The company’s market research recognized a substantial opportunity in the mid-market segment. The Marketing Suite Business Edition aims to close the gap in this segment by offering required tools customized to their particular requirements and intricacies.
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