Overwatch, Sidekick, and Muse facilitate compliance evaluation, act as a private assistant, and assist advisors write customized advertising and marketing content material, reinforcing FMG’s management in embedded AI options
San Diego, CA, June 10, 2025 – FMG, a number one SaaS supplier of selling automation, content material, and web sites for monetary advisors, as we speak introduced the rollout of three new AI-powered options: Overwatch, Sidekick, and Muse.
Every instrument is designed to assist monetary advisors and compliance groups save time, work extra effectively, and create high-quality advertising and marketing content material.
Overwatch: Actual-Time Compliance Help to Save Time and Scale back Revisions
Overwatch is an AI Coach that finds language more likely to be flagged by compliance groups, serving to advisors establish and handle points as they create content material. By offering immediate suggestions, Overwatch helps advisors submit advertising and marketing supplies that transfer by compliance evaluation quicker and with fewer edits, saving time for each advisors and compliance groups.
Extra Overwatch options, together with content material comparability, coverage threat scoring, and one-click corrections, are deliberate for launch later this 12 months.
“Overwatch helps scale back compliance friction so advisors can transfer quicker whereas giving compliance groups confidence that each submission has been pre-screened,” stated Dave Christensen, Chief Product and Expertise Officer at FMG.
Sidekick: Like Having a Private Advertising and marketing and Help Assistant at Your Fingertips
Launching this quarter, Sidekick provides advisors immediate, in-platform help, making it simpler and quicker to get the assistance they want. Via a conversational interface, advisors can ask questions on all the pieces from platform “how-tos” and technical help to advertising and marketing finest practices.
Sidekick faucets into FMG’s full Information Base, platform sources, plus webinars, blogs, and the advertising and marketing insights of FMG thought leaders Samantha Russell and Susan Theder. Advisors can discover fast solutions to enhance their advertising and marketing, troubleshoot points, and take motion with out ready for a help response.
Future Sidekick enhancements will embrace clever scheduling, calendar insights, and personalised efficiency nudges to assist advisors maximize their advertising and marketing outcomes.
“Sidekick provides advisors the moment help they want, proper contained in the platform,” stated Scott White, CEO of FMG. “It’s about serving to them transfer quicker, work smarter, and get solutions precisely once they want them.”
Muse: Customized, Customized Content material Creation in Much less Time
Launching this summer season, Muse helps advisors shortly generate emails, weblog posts, and social media content material based mostly on their outlined targets, audience, tone, and voice type.
By capturing the advisor’s intent up entrance, Muse produces advertising and marketing content material that’s sharper, extra related, and aligned with each finest practices and compliance requirements. Future enhancements will embrace model voice personalization throughout the FMG library by a “voice print”, guaranteeing that each piece of content material displays every advisor’s distinctive communication type.
“Muse is a game-changer as a result of it saves advisors time whereas serving to them create advertising and marketing that’s strategic, efficient, and distinctly theirs,” stated Susan Theder, Chief Expertise and Compliance Officer at FMG. “It’s like having a advertising and marketing coach, author, and compliance staff working alongside you at each step.”
AI Innovation That Strikes Advertising and marketing and Compliance Ahead
FMG’s AI technique is targeted on sensible innovation: embedding AI throughout each a part of the platform to assist advisors create extra impactful advertising and marketing and assist compliance groups evaluation content material extra effectively.
“We’re proud to be main the way in which in utilizing AI not simply to hurry issues up, however to make advertising and marketing simpler and simpler for monetary professionals,” added Christensen. “FMG’s method is about making AI work for advisors—giving them higher instruments, saving them time, and driving higher outcomes.”
About FMG
FMG is an all-in-one advertising and marketing platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying linked with purchasers, and rising their companies. Constantly rated first in market share and buyer satisfaction from 2019 to 2024 within the T3 Software program Survey Report, FMG helps its clients develop complete advertising and marketing methods and automate their handiest advertising and marketing techniques.
