Advisor Group Adds Digital Marketing Tools to Platform

Advisor Group has expanded its adviser marketing platform, MyCMO, with new and enhanced digital marketing and virtual brand-building tools. These new capabilities include artificial intelligence (AI), personalized video content and many other features that advisers can deliver digitally in this age of COVID-19.

The AI is delivered via Curator, which uses artificial intelligence to scour the Internet for articles from reputable sources such as Forbes, CNN, MarketWatch and Bloomberg to ensure that advisers send their clients quality content. The platform also uses GIFs [graphic interchange formats], attachments and links within emails for advisers to send personalized videos.

Also included at no charge to advisers are data-driven, consultative marketing guidance and recommendations from Advisor Group’s marketing strategists.

Advisor Group began testing these new tools among a small adviser pilot group earlier this year, and members of this group report significant business growth, the company says.

“The power of a strong marketing plan that integrates activities across all marketing channels—from web and email to social and print—cannot be overstated, especially now that virtual client engagement and acquisition has largely replaced traditional in-person touchpoints,” says Susan Theder, chief marketing officer at the company. “Our enhanced MyCMO platform leverages [our] proprietary content, the powerful technology of the FMG Suite platform and the knowledge and experience of our internal team of expert marketing strategists, making it easy for financial professionals to create and execute a sophisticated, integrated marketing plan that is customized, authentic and measurable in results.”