Financial Services / SaaS · Commercial Finance, Credit Insurance Management, SaaS
FGI Worldwide
A 15+ Year Partnership That Helped Strengthen FGI Worldwide's Brand, Marketing, and Growth
15+
Year partnership
3
Product lines supported
Overview
Yael was first referred to FGI Worldwide to create a sales PowerPoint presentation during FGI's early stages of development. What began as a single project quickly evolved into a 15+ year Fractional CMO and full-service marketing / PR partnership.
The Work
- →Set up marketing operations to support consistent execution
- →Developed brand messaging and positioning across the company's core offerings, including FGI Finance, FGI Risk, and FGI TRUST™
- →Led website strategy, messaging, design direction, and creative development
- →Created case studies and marketing collateral for the sales team
- →Developed advertising campaigns, radio spots, and TV spots
- →Planned and managed media buys
- →Handled PR initiatives to support visibility
- →Created webinar initiatives and produced video case studies
- →Developed the company newsletter to showcase recently completed transactions
- →Supported the launch and rollout of FGI T.R.U.S.T., a SaaS credit insurance management platform, including messaging, UI design, product positioning, marketing campaigns, lead magnets, and supporting marketing materials
Engagement
The Results
Over the course of a 15+ year partnership, Yael became a trusted marketing and creative partner to FGI Worldwide, helping strengthen the company’s brand presence, supporting the company through key stages of expansion, and bringing key initiatives to market across messaging, design, PR, events, advertising, marketing operations, sales collateral, and product marketing.
In 2026, FGI Worldwide was acquired by Goldman Sachs Alternatives, further underscoring the strength of the business, its market position, and the category it continues to serve.
"Yael has been a strategic partner to FGI for over 15 years. She has a rare ability to quickly understand a business, see where the real opportunity lies, and turn that insight into a clear plan our team can act on. She brings clarity to complex decisions and consistently ties marketing back to what the business actually needs to achieve.
In practice, she effectively served as an outside CMO for us. She is senior enough to challenge our thinking and hands-on enough to make things happen. I'd recommend her to any company that needs that kind of partner."
Sami Altaher
CEO, FGI WorldWide
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