Case Study: FMG achieves streamlined subscription billing and revenue growth management with Chargebee

FMG's Big Subscription Billing and Revenue Growth Management Switch

FMG, the all-in-one marketing technology platform for financial advisors, needed a more flexible subscription billing and revenue management solution as it grew and completed multiple acquisitions. Its legacy platform, Zuora, had become a bottleneck due to inflexibility, manual processes, delays between booking and revenue recognition, and limited support. FMG turned to Chargebee, using Chargebee Billing and Chargebee RevRec.

Chargebee helped FMG automate quoting and subscription creation, eliminate the gap between booking and subscription creation, and standardize all orders. The switch reduced billing overhead, freed up headcount for more efficient work, and improved support responsiveness. FMG also benefited from Chargebee’s modern APIs and ongoing innovation, making integration easier and helping the company operate more efficiently.

FMG

Dave Christensen

Chief Product & Technology Officer