recorded Webinar Best Practices

Turning CRM Data into Marketing Results with FMG and Wealthbox

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Your CRM holds valuable client data, but turning that information into meaningful marketing takes the right strategy. Join Wealthbox and FMG to learn how to use CRM data to build more personalized campaigns, strengthen client relationships, and uncover new growth opportunities through targeted marketing.

This webinar will cover:

  1. Segmenting contacts for more targeted marketing campaigns
  2. Creating automated, trigger-based client communications
  3. Using CRM data to personalize outreach at scale
  4. Identifying marketing opportunities hidden within your client data

Speakers

Elise Lambert

Director of Product & Enterprise Marketing

FMG

Chris Kopanski

Head of Customer Education

Wealthbox

“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen

Chief Product Officer at FMG

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