FMG Taps Fintech Veteran Matt Newman as CRO for Enterprise AI Push

SAN DIEGO – February 10, 2026 – FMG, a dominant force in marketing automation for the financial services sector, has announced the strategic appointment of Matt Newman as its new Chief Revenue Officer. The move signals an aggressive acceleration of the company's expansion into the enterprise segment across wealth management and insurance, leveraging Newman’s extensive experience in scaling high-growth fintech firms.

Newman will take the helm of FMG’s Sales, Customer Success, and Revenue Operations, tasked with unifying the company's revenue engine as it targets larger institutions. The appointment comes at a time when enterprise firms are grappling with the dual pressures of adopting artificial intelligence and consolidating a sprawling landscape of marketing software.

A Strategic Play for Enterprise Dominance

Matt Newman is not a typical hire; he is a seasoned fintech executive with a track record of guiding companies through significant growth phases culminating in major acquisitions. His resume includes over 30 years of leadership experience, most recently as Chief Revenue Officer at Hearsay, a compliant communications platform for financial services. He led Hearsay's revenue teams from 2021 until its acquisition by the AI search company Yext in 2024.

Prior to Hearsay, Newman was the Global Head of Sales at Institutional Shareholder Services (ISS), where he was instrumental in the company’s journey from its spin-off from MSCI to its eventual sale to Deutsche Börse in 2021. This background in navigating complex, high-stakes enterprise sales and steering companies toward lucrative exits makes him a strategic asset for FMG’s ambitious goals.

"FMG has reached an important inflection point as a platform powering organic growth for enterprises and their advisors and agents," said Dave Christensen, Chief Executive Officer of FMG. "As we look to our next phase, having the right systems and alignment in place is critical to sustaining growth at scale. Matt's role strengthens execution across the entire revenue system, building on an already strong foundation across the company."

Newman's appointment is a clear indicator of FMG's intent to deepen its relationships with mid-to-large RIAs, wirehouses, banks, and major insurance agencies, bringing a disciplined, enterprise-focused approach to the firm.

The AI Imperative and the End of Fragmentation

The financial services industry is currently navigating a seismic shift driven by AI. This technology is fundamentally changing how clients discover financial professionals and how firms can support growth at the advisor level. Simultaneously, many large organizations are struggling with "point solution sprawl"—a patchwork of disconnected marketing tools that hinders efficiency, compliance, and the ability to measure return on investment.

FMG is positioning itself as the answer to this fragmentation. The company's strategy hinges on providing a unified, all-in-one platform that allows for compliant and secure growth with operational discipline. This approach is gaining traction, as the global market for financial services marketing automation is projected to reach $1.83 billion by 2032.

"I'm excited to join FMG at a moment when enterprise firms are under pressure to deliver measurable organic growth with fewer vendors and a more connected operating model," Newman stated. "AI is raising expectations for relevance, personalization, and speed, while security and compliance requirements remain high. My focus will be to align our go-to-market and customer growth system so enterprise firms can equip their advisors and agents to build trust, be discovered, and convert relationships more consistently."

FMG’s investment in AI is not a recent development. The company introduced its AI-powered Curator™ engine for content as early as 2020, demonstrating a long-term commitment to leveraging technology to solve industry-specific challenges.

The GTCR Blueprint for Growth

Fueling FMG's strategic push is the backing of its private equity partner, GTCR. The investment firm is known for its "Leaders Strategy," which involves partnering with proven management teams to acquire and build market-leading companies. The hiring of a high-caliber executive like Newman aligns perfectly with this playbook, providing FMG with both the capital and the leadership talent to execute an aggressive growth strategy.

FMG is leveraging GTCR's support to further invest in its AI platform capabilities, operating systems, and overall enterprise readiness. This investment builds upon a position of strength. FMG is already a recognized market leader, consistently ranked number one in market share and customer satisfaction in the influential T3 Software Survey Report. An independent 2025 study highlighted that FMG customers achieved an average return on investment of 26x, with the company's enterprise business tripling between 2021 and 2025.

With a client base of over 80,000 advisors who collectively reach an estimated 45 million investors, FMG has the scale and market penetration to make its enterprise push highly impactful. The company's platform, which unifies websites, email, social media, and more under a single compliant umbrella, is designed to solve the very problems that now plague larger institutions.

Reshaping the Competitive Landscape

FMG’s strategic pivot is set to send ripples across the competitive landscape, putting pressure on rivals such as Broadridge, Snappy Kraken, and AdvisorStream. As enterprises increasingly seek to consolidate vendors, the demand for comprehensive, AI-enabled platforms will intensify, potentially triggering further consolidation within the fintech marketing sector.

The challenge FMG aims to solve is a universal one in today’s wealth management and insurance industries. Organic growth has become more difficult to achieve and requires a higher degree of sophistication and investment, particularly as AI-driven search begins to reshape how clients find and vet professionals.

"Today, a lot of firms are stuck with disconnected workflows that make it difficult to measure or improve organic growth," added Christensen. "They're also under pressure to use AI to streamline how they engage with customers. FMG's focus is on unifying those systems so growth becomes measurable and repeatable, while supporting centralized strategies and empowering advisors to execute with AI in a compliant way."