FMG, a leading provider of marketing automation software for financial advisors and advisory firms, has appointed Matt Newman as its new Chief Revenue Officer. In this role, Newman will oversee sales, customer success, and revenue operations, ensuring a unified approach that supports clients from their first interaction through long-term growth. His appointment comes at a time when financial firms are increasingly adopting AI-driven tools to improve client engagement, streamline operations, and drive measurable business growth.
Financial Technology Insights: TOPONE Markets Expands AI Trading Tools in Vietnam Market
FMG operates through two core brands FMG, which serves wealth management firms, and Agency Revolution, which focuses on insurance organizations. As AI continues to reshape how clients discover advisors and agents, firms are seeking more integrated platforms that reduce reliance on multiple vendors while supporting compliant and scalable growth. FMG’s leadership sees this moment as a critical inflection point, where aligning revenue systems and strengthening enterprise capabilities will help clients achieve sustainable growth.
Matt Newman brings more than three decades of global leadership experience in fintech and enterprise services. Most recently, he served as Chief Revenue Officer at Hearsay, where he led revenue operations through its acquisition by Yext in 2024. He also held senior leadership roles at Institutional Shareholder Services, guiding the company through major milestones including its spin-off from MSCI and subsequent acquisition by Deutsche Börse. Earlier in his career, Newman spent 17 years at RiskMetrics, where he led teams across product development, customer success, and sales. His extensive experience in scaling fintech businesses positions him to strengthen FMG’s enterprise relationships and revenue performance.
Financial Technology Insights: Scienaptic AI Partners First Financial to Enhance Lending Tech
In his new role, Newman will focus on aligning FMG’s go-to-market strategy and customer growth systems to meet the evolving needs of enterprise clients. As AI raises expectations for personalization, speed, and relevance, financial firms must adopt more connected and efficient operating models. Newman emphasized the importance of helping advisors and agents build trust, increase visibility, and convert relationships more effectively, all while maintaining strict compliance and security standards.
Financial Technology Insights: TOPONE Markets Expands AI Trading Tools in Vietnam Market
FMG, backed by private equity firm GTCR, is continuing to invest heavily in its AI-powered platform and enterprise capabilities. The company aims to help wealth management firms, banks, and insurance agencies unify their marketing and growth systems, making it easier to measure performance and scale their client engagement strategies. As organic growth becomes more challenging in the financial services sector, FMG is positioning itself to deliver the tools and infrastructure needed for advisors and firms to succeed in an increasingly AI-driven landscape.
To share your insights with the FinTech Newsroom, please write to us at info@intentamplify.com