If you don't have a marketing automation strategy for your financial services, then you may be unnecessarily spending valuable time on marketing tasks and projects instead of advising clients. Staying in touch with clients, reaching out to prospects, and other marketing efforts don't have to be difficult, time-consuming processes. You can quickly learn about marketing automation right here at FMG Suite and discover what a powerful tool it is for building your business.

Marketing automation technology has evolved in recent years to quickly and easily create personalized emails, text messages, and other marketing communications. This technology can streamline and manage entire marketing campaigns across multiple platforms to nurture prospects and clients throughout the client journey. But the benefits of an effective marketing automation strategy aren't constrained to just external efforts.

Marketing automation can also help you efficiently manage your day-to-day operational processes like internal communications, feedback processes, and other tasks. How much time could you free up if you could easily automate those repetitive processes, both internally and externally? How much more could you grow your business if you could directly focus more efforts on prospects and clients, instead of being tied down with marketing efforts?

What Is The Difference Between Automated Marketing Platforms and Customer Relationship Management?

Most advisors have a Client Relationship Management (CRM) tool, but not all use automation software. Too often, advisors assume the two are the same. While it is important the two technologies work in tandem, CRMs are actually very different than Automated Marketing Platforms (AMP). Here's a quick…

When Marketing Automation Fails

As advanced as marketing automation softwares have become, there is still room for error. Even large corporations make mistakes when it comes to automated emails and social media, which is why it’s important to look at what automation should do for your marketing strategy and where it has the…

marketing automation and inbound marketing

Automation: Multitasking in a Fast-Paced Marketing World

Chances are, as a business professional, you’ve become a multitasking master. Maybe you put dinner in the oven while you get work done in the evenings, walk the dog as your daily exercise, or listen to an audiobook on your commute to work. Your marketing strategies can function in a similar way…

What is Marketing Automation?

In the simplest of terms, marketing automation refers to technology that allows you to automate, streamline, and measure your marketing workflows so you can run your business more efficiently and spend less time on time consuming marketing tasks. In our marketing tip video, we define marketing…