FMeX Features & Benefits
The Articles Library contains a searchable database of more than 5000+ articles
licensed from established financial publishers. The library is organized in 15 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.
The Newsletter Library contains 15+ FINRA-reviewed (Financial Industry Regulatory Authority) 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.
Content (articles, videos, calculators, guides etc) is organized based around key milestones
in an investors’ stage of life. The subscriber/advisor can easily navigate to information relevant to their
client’s demographic. Another efficient way for advisors to reach out to their clients with the right message,
while leveraging the right communication channel (web, tablet and/or smartphone).
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.
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 Editiorial Calendar
shows recommended newsletters and topical content to send to clients, removing the need to remember important financial
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.
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.
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.
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.
Integrate with your current systems. With FMeX, you can integrate your content wherever it lives,
including your content management system, CRM's such as SalesForce and Redtail, 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.
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
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.