Best Practice Partner Spotlight - FMeX

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Our Best Practice Partner webinars provide you an opportunity to either 1) familiarize yourself with tech solutions you may not currently be using that could benefit your office or 2) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

Marketing has always been a challenge for financial advisory practices – and the pandemic has forever changed the way advisors communicate with clients and prospects. Face-to-face meetings will come back, but zoom calls are not going away. How do you stay in front of clients and prospects with relevant content that they care about? You can’t send everyone the same content every quarter. And you don’t have the time to write new content every week.

With FMeX and Redtail, you can choose from over 5,000 articles (with new ones updated daily), 15 different monthly and quarterly newsletters, videos, greeting and holiday cards, and infographics and memes so that you can send your clients the content they want, when they want it and to the device they want.

FMeX offers the largest content library in the industry and with a click of a button you can distribute your content by email; post to your social sites; add to your website; or print the old-fashioned way in order to hand to clients when those face-to-face meetings resume. And all content is FINRA-friendly.

What is FMeX?
Financial Media Exchange has the industry’s largest content marketing platform, powered by marketing technology for the future – helping transform the way financial professionals connect with clients, and win more customers. Our cutting-edge technology enables users to create amazing content experiences with simplicity, speed, compliance and scale.

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