Features & Benefits
FMeX is more than a content platform — it’s your all-in-one advisor engagement solution. Save time, amplify your brand, and build stronger client relationships with ease.
Key Features That Set FMeX Apart
01
Articles
The Articles Library contains a searchable database of more than 6,000 articles licensed from established financial publishers. The library is organized in 50 recognizable categories including Business Benefit Planning, Charitable Giving, Retirement Planning, Estate Planning, Tax Planning and many more. All articles are formatted into 3 styles (HTML, Word, PDF) and available to share via email, LinkedIn, Facebook and/or Twitter.
02
Newsletters
The Newsletter Library contains 18+ FINRA-reviewed newsletters that are published throughout the calendar year, thus allowing advisors to consistently engage with their clients and prospects. Additionally, curated eNewsletters are published daily with relevant, topical articles of interest. Newsletters can be emailed and/or printed and mailed based on a subscriber’s preference.
03
My Files
MyFiles are Your Files. FMeX MyFiles offers the ability to upload your own files into the FMeX platform. Using FMeX capabilities, including eShare and our personalized responsive share page, you are able to share your files with prospects and clients via email and social media outlets. The intuitive and easy to use interface makes it a breeze to manage your own content on FMeX.
04
Videos
The Video Library contains 50+ FINRA-reviewed videos organized by categories such as Retirement Channel, College Planning Channel, Business Owner Channel and Benefits Channel. Each video can be viewed instantly on an embedded media player or shared via social networks. All videos (and all FMeX media for that matter) are archived for future consumption and for compliance purposes.
05
Editorials
FMeX Editorial Board offers weekly insights into breaking news, as well as in-depth reporting on the issues, trends, and ideas it sees driving the markets and the economy. FMeX's Editorial Calendar shows recommended newsletters and topical content to send to clients, removing the need to remember important financial event dates.
06
Social & Sharing
FMeX’s solution makes managing your social media presence a breeze. Users can publish articles, trending social media and other "Snackable" content to their Facebook, Twitter and LinkedIn — All from one location. Subscribers have access to our vast library of pre‑approved content to openly share on their social networks.
07
Mobile
For organizations that want to maximize the productivity of their mobile workforce, FMeX delivers a powerful, intelligent and collaborative solution that automatically and securely delivers the most relevant content to the right users directly to their mobile device – with all the productivity capabilities needed to interact with and present content delivered in one integrated, intuitive platform.
08
Security
Role-based access, and content governance controls determine who should get what content, what they can or can’t do with content as well as where content can or shouldn’t reside. Mobile device whitelisting and a secure browser are provided to aid in controlling content access. Content is fully encrypted at-rest as well as in-motion and can be remotely wiped from a mobile device.
09
Content Management
Automatically deliver the right content to the right users, regardless of where the content resides, directly to their desktop and mobile devices. Content is organized based on relevance attributes and renders with complete fidelity on any device. Built-in compliance workflow.
10
Integrations
Integrate with your current systems. With FMeX, you can integrate your content wherever it lives, including your content management system, CRM's such as Redtail, Wealthbox and SalesForce, intranet, file servers, or cloud-based solutions including DropBox and Google Drive. Share content out to your mobile workforce, and collect valuable information in the field.
11
ContentIQ
Content Intelligence system provides visibility & fine-grained measurement of your content’s utilization as well as intelligence for content that is most relevant given a number of attributes such as a mobile user’s role, association, a company’s particular industry or customer type or content that’s best used at a particular stage in a process, time, location & more.
12
User Experience
FmeX provides an engaging, intuitive, easy to use interface in a consumer application‑like environment. The FMeX experience is completely configurable to the way users and organizations want their content displayed— on their desktop as well as their mobile devices.
Driving Engagement
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.
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