Overwatch, Sidekick, and Muse facilitate compliance evaluation, act as a private assistant, and assist advisors write customized advertising content material, reinforcing FMG’s management in embedded AI options
San Diego, CA, June 10, 2025 – FMG, a number one SaaS supplier of selling automation, content material, and web sites for monetary advisors, immediately introduced the rollout of three new AI-powered options: Overwatch, Sidekick, and Muse.
Every device is designed to assist monetary advisors and compliance groups save time, work extra effectively, and create high-quality advertising content material.
Overwatch: Actual-Time Compliance Help to Save Time and Cut back Revisions
Overwatch is an AI Coach that finds language prone to be flagged by compliance groups, serving to advisors determine and tackle points as they create content material. By offering prompt suggestions, Overwatch helps advisors submit advertising supplies that transfer by compliance evaluation sooner and with fewer edits, saving time for each advisors and compliance groups.
Extra Overwatch options, together with content material comparability, coverage threat scoring, and one-click corrections, are deliberate for launch later this 12 months.
“Overwatch helps cut back compliance friction so advisors can transfer sooner whereas giving compliance groups confidence that each submission has been pre-screened,” stated Dave Christensen, Chief Product and Expertise Officer at FMG.
Sidekick: Like Having a Private Advertising and marketing and Help Assistant at Your Fingertips
Launching this quarter, Sidekick provides advisors prompt, in-platform assist, making it simpler and sooner to get the assistance they want. By way of a conversational interface, advisors can ask questions on the whole lot from platform “how-tos” and technical assist to advertising finest practices.
Sidekick faucets into FMG’s full Information Base, platform sources, plus webinars, blogs, and the advertising insights of FMG thought leaders Samantha Russell and Susan Theder. Advisors can discover instant solutions to enhance their advertising, troubleshoot points, and take motion with out ready for a assist response.
Future Sidekick enhancements will embrace clever scheduling, calendar insights, and personalised efficiency nudges to assist advisors maximize their advertising outcomes.
“Sidekick provides advisors the moment assist they want, proper contained in the platform,” stated Scott White, CEO of FMG. “It’s about serving to them transfer sooner, work smarter, and get solutions precisely after they want them.”
Muse: Customized, Customized Content material Creation in Much less Time
Launching this summer time, Muse helps advisors rapidly generate emails, weblog posts, and social media content material primarily based on their outlined targets, target market, tone, and voice model.
By capturing the advisor’s intent up entrance, Muse produces advertising content material that’s sharper, extra related, and aligned with each finest practices and compliance requirements. Future enhancements will embrace model voice personalization throughout the FMG library by a “voice print”, making certain that each piece of content material displays every advisor’s distinctive communication model.
“Muse is a game-changer as a result of it saves advisors time whereas serving to them create advertising that’s strategic, efficient, and distinctly theirs,” stated Susan Theder, Chief Expertise and Compliance Officer at FMG. “It’s like having a advertising coach, author, and compliance group working alongside you at each step.”
AI Innovation That Strikes Advertising and marketing and Compliance Ahead
FMG’s AI technique is targeted on sensible innovation: embedding AI throughout each a part of the platform to assist advisors create extra impactful advertising and assist compliance groups evaluation content material extra effectively.
“We’re proud to be main the way in which in utilizing AI not simply to hurry issues up, however to make advertising simpler and simpler for monetary professionals,” added Christensen. “FMG’s method is about making AI work for advisors—giving them higher instruments, saving them time, and driving higher outcomes.”
About FMG
FMG is an all-in-one advertising platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying linked with purchasers, and rising their companies. Persistently rated first in market share and buyer satisfaction from 2019 to 2024 within the T3 Software program Survey Report, FMG helps its clients develop complete advertising methods and automate their simplest advertising techniques.