Equitable: Marketing Technology Project
All in one Marketing Platform: Website, Social Media, Mass Marketing & Communications
Unifying marketing technology and advisor tools into a single integrated platform, elevating client engagement, operational efficiency, and adoption of data‑driven marketing across the organization.
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Collaborate
Main point of contact with FMG Suite (external vendor) to translate business needs into technical specifications for platform enhancements and bug fixes.
Work with internal IT and FMG to troubleshoot and resolve system issues (i.e.: batch processes, data integrity, latency, and front end UI).
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Develop
Developed and delivered recurring and ad hoc reports on campaign performance and client outreach effectiveness, providing actionable insights to marketing and senior leadership.
Translated marketing and system requirements into detailed technical specifications, collaborating with developers and product teams to optimize reporting logic and data workflows.
Conducted data profiling and quality checks to validate the integrity and consistency of marketing and client engagement data across multiple systems, supporting reliable reporting and decision-making.
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Support
Maintained comprehensive documentation, including data dictionaries and process trackers, to ensure clear communication and onboarding for new team members and stakeholders.
Provided ongoing support and training to users on system workflows, reporting tools, and triaging data-related issues, enhancing operational efficiency.
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Outcome
Steered migration of financial planners and advisors to a new integrated marketing platform, streamlining local marketing, social media outreach, and client notifications, resulting in an 85% user adoption rate and enhanced campaign efficiency.
Big Ideas,
Real Impact
Asset-Map provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page - literally.
Visualize all the financial elements of a household on a single page/browser
Create very simple, but powerful needs-based analysis within minutes that informs clients whether they are on-track to funding their most important goals: Loss of Life, Disability, Long-term Care, Education, Retirement
Collaborate on households between joint-work partners, colleagues, and mentees while using staff and delegates to leverage the work effort
Give clients an understanding of the bottom line and how to act, facilitated by a professional who knows what's important
About FMG Suite
FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.
Equitable Advisors - Oklahoma
Equitable Advisors: Greater NY
Equitable Advisors: SoCal