FMG is the all-in-one marketing platform built for financial advisors. Voted #1 in customer satisfaction three years running, they make marketing seamless across websites, social, email, print, and mobile.
With an award-winning, compliance-ready content library, FMG helps advisors deepen client relationships, stay top-of-mind with prospects, and grow their businesses. Their platform simplifies strategy, automates execution, and delivers industry-leading websites and communication tools.
As the market leader in advisor marketing, FMG isn’t just a solution—they’re the standard for success.
FMG runs a strong webinar program, using Zoom polls to engage attendees and identify sales-ready leads. A key poll question, "Would you like to hear more about this product?", acted as a direct hand-raise for sales. However, since Zoom’s native HubSpot integration doesn’t capture poll data, FMG relied on a manual process to export, process, and assign these leads, leading to delays.
RevPartners stepped in to optimize and automate the operation. By implementing a real-time lead routing system, FMG eliminated manual steps, ensuring sales reps received leads instantly, with full context. The result? Over 950 hot leads routed automatically, improving speed, efficiency, and sales follow-up.