Boost Your Client Experience with FMeX [37:54]


The job of an advisor isn't just about adding percentage points and growing wealth, it's also about maintaining valuable and powerful relationships with your clients by providing a memorable customer experience.

Financial Media Exchange is the industry’s largest content marketing platform. We’re powering 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, and global scale.

FMeX is a single, unified solution that provides access to all relevant financial content combined with all the tools needed to enable a mobile workforce to be productive, delivered with the information security and content governance capabilities needed to achieve information risk, compliance and security objectives.

Watch this previously recorded session to learn all about the value that FMeX can bring to your practice and the power that it can provide to your marketing to deliver that exceptional customer experience day in and day out.

Find Further Integration Details Here

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk