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How it Works

Explore how Financial Media Exchange (FMeX) turbocharges client engagement for financial advisors through seamless CRM integration, advanced segmentation, and automated personalized marketing—all available to your firm today.

  • Step 1

Seamless CRM Integration for Financial Advisors

 Financial Media Exchange (FMeX) connects directly to industry-leading CRMs, including SmartOffice, RedtailCRM, Wealthbox, and Salesforce. Advisors can use Sets, Tags, Groups, and dynamic segmentation to organize clients and prospects based on needs, preferences, or lifecycle stage. Once segmented, contacts are instantly actionable for targeted marketing.

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  • Step 2

Personalize Content with CRM Tags and Segments

Streamline your outreach process, link CRM tags and segments directly to 21+ FMeX newsletter titles. Advisors can browse a robust content library of branded, compliant articles and newsletters, matching content themes to each audience segment. Simply select a CRM set or tag, choose the right newsletter, and send communications that resonate and deliver value.

Match Content Fast
  • Step 3

Automated Cadence and Engagement—With Compliance Built In

Set up automated content distribution for regular, relevant client engagement. Each email or newsletter sent is automatically logged back to the client’s CRM record, providing a compliance-friendly audit trail. FMeX’s integrations use bidirectional sync so that every interaction—emails, e-newsletters, and social media posts—is tracked for reporting and regulatory needs.

Engage With Confidence

Key Features of FMeX CRM Integration

  • Direct integration with SmartOffice, RedtailCRM, Wealthbox, and Salesforce
  • Segment contacts by Sets, Tags, Groups for smarter outreach
  • Access the largest financial content library: 21+ newsletter titles, articles, videos
  • Automated, personalized Communication matched to client segments
  • Real-time logging and compliance reporting written back to CRM
  • Multi-channel outreach: email, social, and more
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The Advisor’s Advantage

  • Advisors gain more than just marketing efficiency:
  • Enhanced client retention through curated, relevant communications
  • Scalable engagement—reach every segment, every prospect, every client
  • Simplified compliance and audit readiness with automated records

Unlock the power of segmentation, automation, and personalized marketing. See how FMeX and your CRM can work together to deepen relationships and grow your practice efficiently.
Ready to experience FMeX? Schedule a demo or activate your free trial to start transforming client engagement today.

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  • FAQs

Frequently Asked Questions

Do I need a credit card to start the free trial?

No credit card is required to start your free trial. You can explore FMeX risk-free and see how it works for you before making any commitment.

Yes. You’re free to cancel at any time. There are no long-term contracts, hidden fees, or cancellation penalties.

Absolutely. FMeX is designed to integrate seamlessly with the most popular CRMs in the financial services industry. If you have a specific CRM in mind, our team can confirm compatibility and help with setup.

Yes. FMeX offers flexible licensing so your entire firm can access the platform. Whether you’re a solo advisor or part of a large team, we can scale FMeX to fit your organization’s needs.

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  • Testimonials

Trusted by Advisors Nationwide

FMeX filled a critical gap for our 30+ advisors with its intuitive platform, rich content library, and seamless branding. It’s really three tools in one—email, social feeds, and a financial resource library—making it our go-to portal every day. The support team is responsive, and the value for the cost is outstanding.

James Simos, CFP®
Managing Principal, Infinity Financial Services

FMeX has been invaluable in helping me consistently deliver professional, compliance-approved content for my blog and social media. It saves me countless hours, improves SEO, and builds trust with clients and prospects. I couldn’t be happier with the product.

John Engler, CFP®, ChFC, AIF®, CRPS®
Engler, Garrow & Roth, Ltd.

As a small advisory firm, creating fresh content was overwhelming until we discovered FMeX. Now, it’s our first stop for relevant, timely articles and posts. Their team listens, improves continuously, and makes content marketing simple and effective.

Doug McDaniel, CPA, CFP®
McDaniel & Register, Inc.

Ready to grow your practice with less effort?

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