FMG: Reimagining the Advisor Experience With AI
- 1 day ago
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Britton, D. (2026, April 9). Q&A: Reimagining the advisor experience with AI. Wealth Management. https://www.wealthmanagement.com/artificial-intelligence/fmg_new_ceo_marketing_ai
FMG CEO Dave Christensen aims to use artificial intelligence to solve previously unsolvable workflow challenges for financial advisors.
The strategic roadmap involves opening the FMG ecosystem to new tool categories and supporting advisors with early-stage prospecting.
FMG plans to leverage generative AI to help advisors draft social media content and personalize client communications based on behavioral preferences.
The integration of artificial intelligence has already driven a substantial increase in platform usage by automating complex content creation tasks.
The firm intends to build core infrastructure technologies in-house while simultaneously acquiring or partnering with other companies to complete its vision.
Christensen anticipates that traditional software categories, such as customer relationship management systems, will fundamentally transform over the next three years due to advanced AI capabilities.
Future platform developments will demand extensive integrations to accommodate the diverse technology stacks and portfolio management products utilized by independent advisors.