Agreement expands the all-in-one marketing platform’s artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
FMG, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced its acquisition of Vestorly, a company specializing in AI-driven content curation for wealth management firms.
As a trusted leader in the marketing and financial services industry, Vestorly’s award-winning content management system uses artificial intelligence to curate personalized content to help financial professionals increase audience engagement.
“Vestorly pioneered the use of artificial intelligence to help financial advisors create an engaging and personalized content experience for their clients and prospects,” said Scott White, CEO of FMG. “We’re excited to enhance our AI capabilities through this acquisition and look forward to expanding the functionality available to Vestorly’s customers by leveraging the full FMG platform. With the integration of this technology, we can apply AI to every aspect of advisor marketing.”
No stranger to the benefits of AI, FMG’s Curator™ employs similar technology to help financial advisors fuel their content engine and automatically source and personalize their content feed, significantly reducing the time and effort required to engage clients and prospects.
Together, FMG and Vestorly seek to improve the scalability of personalization available to financial professionals by augmenting FMG’s already robust, all-in-one solution to include more AI-driven products and features across multiple marketing channels.
“We’ve long admired FMG for its innovation and market leadership in helping financial advisors leverage marketing to grow their brands and businesses,” said Ralph Pahlmeyer, CEO of Vestorly. “The combination of our platform makes perfect sense and will extend capabilities for both of our customer bases. We are thrilled to be part of the clear market leader in advisor marketing technology and excited for what the future holds for our customers.”
With this agreement, FMG will acquire Vestorly’s client base, reinforcing its leading market share position. The seventh acquisition in six years, the purchase represents a continuation of FMG’s expansion strategy.
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