Home Financial Advisor FMG Acquires MyRepChat – FMG

FMG Acquires MyRepChat – FMG

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FMG Acquires MyRepChat – FMG

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SAN DIEGO, July 13, 2023 – FMG Suite, a number one SaaS firm specializing in advertising content material, automation, and web sites for monetary advisors, at the moment introduced its acquisition of MyRepChat, the primary consumer textual content messaging platform for regulated industries. FMG will leverage its funding in MyRepChat’s main expertise chassis to reinforce its capabilities and lengthen its worth propositions. This marks FMG’s eighth acquisition in seven years, exemplifying the corporate’s ongoing growth technique. 

MyRepChat’s progressive platform is tailor-made to satisfy the distinctive communication wants of the monetary recommendation trade, with quite a few options and integrations that tremendously improve advisor-client relationships. The platform presents distinctive customization choices, permitting monetary advisors to effectively and compliantly use texting to speak with purchasers and prospects.

“MyRepChat has remodeled the best way monetary advisors talk, making a platform that permits compliant textual content messaging that seamlessly integrates with their present cellphone numbers, CRM, and operational workflows,” stated Scott White, CEO of FMG. “We’re thrilled to carry their experience into our platform and proceed our mission of offering the most effective advertising instruments for monetary advisors whereas protecting in thoughts the significance of regulatory compliance. The combination of this expertise with our FMG platform will set a brand new bar for advertising expertise options that not solely facilitate advertising finest practices however achieve this in a manner that ensures adherence to all regulatory necessities.”

MyRepChat provides a variety of options via its core worth propositions, together with textual content and group messaging, a digital assistant to automate triggered communications, complete compliance options, scheduling choices, auto-forwarding, customizable workflows, and integration with all main CRMs. Moreover, the platform comes with superior Knowledge Loss Prevention (DLP) options.

“We’re excited to welcome MyRepChat into the FMG household and plan to make important investments within the platform to carry new enterprise-level capabilities to our broker-dealer purchasers and, on the similar time, enhance the cellular expertise for MyRepChat’s monetary advisor customers,” stated Dave Christensen, chief product officer of FMG. “The mixture of a compliant, 5-star texting resolution built-in into our FMG advertising platform unlocks huge alternatives for monetary advisors. We’re thrilled to be a pacesetter in redefining advisor advertising and consumer communications inside a consistently evolving regulatory panorama.”

Together with FMG, MyRepChat goals to revolutionize how monetary advisors have interaction with their purchasers and prospects, additional augmenting FMG’s sturdy, all-in-one resolution to incorporate texting, the popular channel for one-to-one communication.

“MyRepChat has at all times admired FMG for its progressive strategy in supporting monetary advisors to leverage advertising and develop their companies,” stated Derrick Girard, CEO of MyRepChat. “This partnership is a pure and logical evolution for our platform, extending our capabilities and advantages to FMG’s buyer base. We’re excited to affix forces with the market chief in advisor advertising expertise and are wanting ahead to the large advantages our mixed strengths will carry to our clients.”

The acquisition of MyRepChat aligns completely with FMG’s mission to make it straightforward for monetary advisors to execute extremely efficient advertising efforts throughout all mediums and channels from one dashboard. The MyRepChat platform continues to bolster FMG’s choices, including complete, compliant, and environment friendly textual content messaging capabilities to its already sturdy suite of options. By integrating such a number one consumer textual content messaging resolution, FMG strengthens its place as a market chief and extends its model promise to be a key differentiator for its monetary advisor clients’ companies.

“Because the digital panorama continues to evolve, so do the communication expectations of purchasers. The addition of MyRepChat to the FMG platform revolutionizes the best way our advisors can join with their purchasers and prospects,” stated Susan Theder, chief advertising officer of FMG. “Think about the facility of including a chat function to an advisor’s web site that seamlessly and compliantly integrates with the advisor’s workplace cellphone quantity registered with MyRepChat. As an alternative of allocating sources to handle a chat function, incoming web site chat messages would seem as a textual content on the cellphone of a delegated group member(s). This implies their designated employees member might be on the seashore but nonetheless seamlessly reply to a chat message from a prospect visiting their web site – all in a completely compliant method.” Theder continues, “Or, contemplate the affect of designing a complete consumer onboarding communication journey. With the FMG platform and MyRepChat integration, an advisor will be capable to orchestrate a marketing campaign that features well-timed electronic mail and textual content communications, exceeding consumer expectations and rising the probability of referrals. The sport has modified for our advisors, and we’re excited to be on the forefront of this evolution.”

About FMG
FMG powers an all-in-one advertising platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying related with purchasers, and rising their companies. Persistently rated first in market share and buyer satisfaction from 2019 to 2023 within the T3 Software program Survey Report, FMG helps its clients develop complete advertising methods and automate their only advertising techniques. FMG is headquartered in San Diego, CA, with satellite tv for pc workplaces throughout america.

About MyRepChat
Established to facilitate efficient and compliant communications within the monetary trade, MyRepChat has confirmed to be the main consumer textual content messaging resolution for regulated industries. MyRepChat provides superior communication capabilities with a eager deal with compliance, permitting customers to import contacts, schedule messages, and create customizable workflows. MyRepChat is headquartered in Bloomington, MN.

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