List of FMG Marketing PRO Customers
San Diego, 92128, CA,
United States
Since 2010, our global team of researchers has been studying FMG Marketing PRO customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FMG Marketing PRO for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FMG Marketing PRO for Marketing Automation include: Ameritas Life Insurance Corp., a United States based Insurance organisation with 1300 employees and revenues of $4.42 billion, Advisor Group, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $1.10 billion, Kestra Financial, a United States based Banking and Financial Services organisation with 300 employees and revenues of $858.0 million, Suncoast Credit Union, a United States based Banking and Financial Services organisation with 2355 employees and revenues of $504.0 million, Kestra Holdings, a United States based Banking and Financial Services organisation with 1700 employees and revenues of $425.0 million and many others.
Contact us if you need a completed and verified list of companies using FMG Marketing PRO, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FMG Marketing PRO customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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360 Ira | Banking and Financial Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2021 | n/a |
In 2021, 360 Ira implemented FMG Marketing PRO on its public website. 360 Ira uses FMG Marketing PRO as its Marketing Automation platform to centralize digital client engagement and lead capture for the small financial services firm. FMG Marketing PRO is employed to deliver email campaigns, hosted landing pages, form-based lead capture, and client-facing content delivery consistent with Marketing Automation functional workflows.
Deployment is a cloud SaaS integration embedded in the website using vendor-provided tracking scripts and hosted assets, enabling web-to-lead flows and campaign landing pages. Operational ownership sits with marketing and client engagement functions within the 10 person firm, with configuration focused on campaign templates, contact segmentation, and scheduled communications. Governance and processes emphasize centralized content management, approval routing, and calendar driven campaign orchestration to ensure consistent client outreach. The narrative links 360 Ira, FMG Marketing PRO, and Marketing Automation to the business functions of client acquisition and ongoing client engagement via web and email channels.
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Adcock Financial Group | Insurance | 12 | $2M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2020 | n/a |
In 2020, Adcock Financial Group implemented FMG Marketing PRO on their website as a Marketing Automation solution supporting the firm’s marketing and client communications functions. The implementation is focused on website driven client engagement for the United States based insurance advisory firm with 12 employees.
FMG Marketing PRO was configured to handle email campaign management, content scheduling for newsletters, landing pages and web forms for lead capture, and campaign automation workflows consistent with Marketing Automation capabilities. The deployment leverages FMG Marketing PRO’s campaign and content tools to publish website content, assemble email templates, and orchestrate recurring client communications.
The system is hosted through the firm’s website and used to capture prospect interactions and drive automated campaign flows, with operational coverage centered on marketing and advisor communications. Configuration and ongoing governance are managed by internal staff who maintain templates, schedule campaigns, and monitor engagement analytics within FMG Marketing PRO. Adcock Financial Group FMG Marketing PRO Marketing Automation supports the advisory business function.
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Advisor Group | Banking and Financial Services | 2500 | $1.1B | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2020 | n/a |
In 2020 Advisor Group implemented FMG Marketing PRO as a Marketing Automation solution and is using FMG Marketing PRO on their website. Advisor Group uses FMG Marketing PRO as a Marketing Automation platform to support marketing and client acquisition functions across its digital channels.
The deployment focuses on core marketing automation capabilities common to the category, including campaign management, email marketing, landing pages with embedded lead capture forms, templated content management, and personalization workflows. FMG Marketing PRO is provisioned as a web-based platform and is integrated directly with Advisor Group's public website through embedded widgets and content blocks to orchestrate site-driven campaigns and capture inbound leads.
Operational ownership sits with corporate marketing and digital teams and extends to advisor-facing communications and site content governance. Rollout emphasized standardized campaign templates, role-based access and approval workflows, and automated scheduling to align centralized marketing operations with advisor communications, while the primary integration surface is the website embedding and web-to-lead flows.
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Alpha Wealth Management | Professional Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2022 | n/a |
In 2022, Alpha Wealth Management implemented FMG Marketing PRO for Marketing Automation on its public website. The deployment uses FMG Marketing PRO as a hosted, web-embedded application to centralize digital client engagement and prospect capture for the ten-person advisory practice.
Configuration emphasized core Marketing Automation capabilities common to the category, including email campaign management, embedded lead capture forms and landing pages, templated client newsletters, and automated drip sequences for prospect nurturing. The firm configured content templates, scheduling and segmentation rules, and compliance aware opt-in workflows to support advisor communications and recurring outreach cadences.
Operational coverage centers on marketing and advisor communications within the United States, with a small internal administrator and advisor users responsible for content creation and approvals. Governance was organized around centralized template management and approval workflows, with website embedding and form handling owned by the marketing administrator to ensure consistent client messaging. FMG Marketing PRO is the primary Marketing Automation application supporting Alpha Wealth Management's website-based engagement.
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AmeriCU Credit Union | Banking and Financial Services | 400 | $125M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2021 | n/a |
In 2021 AmeriCU Credit Union deployed FMG Marketing PRO as its Marketing Automation platform and embedded the application on its public website to support member-facing marketing activities. The implementation is centered on web delivery and digital campaign execution, positioning FMG Marketing PRO to drive content publishing and campaign orchestration across the credit union website and email channels.
The FMG Marketing PRO configuration leverages standard Marketing Automation capabilities including landing page and microsite authoring, web-embedded lead capture forms, template-driven email campaign orchestration, audience segmentation, and asset libraries for repeatable campaign execution. FMG Marketing PRO is used to create and publish marketing assets directly to the site, manage template-based campaigns, and operate audience segmentation workflows that align with digital engagement and member acquisition objectives.
Operational coverage is focused on the marketing and digital engagement function, consolidating campaign creation and web asset publishing through the FMG Marketing PRO interface. The deployment follows a cloud-hosted Marketing Automation delivery pattern with hosted marketing assets and web-embedded components, aligning application architecture with typical mid-market financial services implementations and supporting centralized management of site content and email communications.
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Insurance | 1300 | $4.4B | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2020 | n/a |
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Banking and Financial Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2024 | n/a |
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Banking and Financial Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2021 | n/a |
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Banking and Financial Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2020 | n/a |
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Banking and Financial Services | 10 | $1M | United States | FMG Suite | FMG Marketing PRO | Marketing Automation | 2023 | n/a |
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Buyer Intent: Companies Evaluating FMG Marketing PRO
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