FMG Acquires MyRepChat – FMG

SAN DIEGO, July 13, 2023 – FMG Suite, a number one SaaS firm specializing in advertising content material, automation, and web sites for monetary advisors, immediately introduced its acquisition of MyRepChat, the primary shopper textual content messaging platform for regulated industries. FMG will leverage its funding in MyRepChat’s main expertise chassis to enhance 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 fulfill 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 shoppers 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 telephone numbers, CRM, and operational workflows,” mentioned Scott White, CEO of FMG. “We’re thrilled to deliver their experience into our platform and proceed our mission of offering the perfect advertising instruments for monetary advisors whereas retaining in thoughts the significance of regulatory compliance. The mixing of this expertise with our FMG platform will set a brand new bar for advertising expertise options that not solely facilitate advertising greatest practices however accomplish that in a means that ensures adherence to all regulatory necessities.”

MyRepChat provides a variety of options by means of 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 Information Loss Prevention (DLP) options.

“We’re excited to welcome MyRepChat into the FMG household and plan to make important investments within the platform to deliver new enterprise-level capabilities to our broker-dealer shoppers and, on the identical time, enhance the cellular expertise for MyRepChat’s monetary advisor customers,” mentioned Dave Christensen, chief product officer of FMG. “The mix 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 shopper communications inside a consistently evolving regulatory panorama.”

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

“MyRepChat has all the time admired FMG for its progressive method in supporting monetary advisors to leverage advertising and develop their companies,” mentioned 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 trying ahead to the big advantages our mixed strengths will deliver 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 shopper 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 shoppers. The addition of MyRepChat to the FMG platform revolutionizes the best way our advisors can join with their shoppers and prospects,” mentioned Susan Theder, chief advertising officer of FMG. “Think about the ability of including a chat characteristic to an advisor’s web site that seamlessly and compliantly integrates with the advisor’s workplace telephone quantity registered with MyRepChat. As an alternative of allocating sources to handle a chat characteristic, incoming web site chat messages would seem as a textual content on the telephone of a delegated crew member(s). This implies their designated employees member may very well be on the seaside but nonetheless seamlessly reply to a chat message from a prospect visiting their web site – all in a completely compliant method.” Theder continues, “Or, take into account the impression of designing a complete shopper onboarding communication journey. With the FMG platform and MyRepChat integration, an advisor will be capable to orchestrate a marketing campaign that features well-timed e-mail and textual content communications, exceeding shopper 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 FMGFMG powers an all-in-one advertising platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying related with shoppers, and rising their companies. Constantly 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 best advertising ways. FMG is headquartered in San Diego, CA, with satellite tv for pc workplaces throughout the US.

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