Muse for Email: Your AI-Driven Content Creation Tool

Streamline Your Email Writing with AI-Powered Drafts

Please note that the availability of this feature is dependent on your broker-dealer.

Introducing Muse: Your AI-Powered Email Content Creator

Muse is here to help you effortlessly craft personalized and engaging email content. This AI-driven tool eliminates writer's block by writing in your unique voice and adapting to various contexts, boosting your productivity. Follow this guide to get started with Muse and create compelling email content with ease!

This guide will walk you through how to use Muse to create compelling email content effortlessly. Follow along to get started!

How to Use Muse for Email

  1. Access the Email Builder: In your FMG account, navigate to the Email > Send Email section:
    Screenshot 2025-02-27 142845
  2. Activate Muse: Click the "Write with AI" button within the email builder to launch Muse:
    WriteWithAIEmails
  3. Enter Email Details:
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    1. Select the Purpose: Choose the purpose of your email from the available options, such as:
      • Relationship builder
      • Educational content
      • Follow-up
      • Feedback request
      • Scheduling
      • Other
    2. Enter Specific Details: Provide the necessary details about the email you wish to create. Some examples of prompts include:
      • "Write an email for my client, John, about the importance of 401(k)."
      • "I recently met with a prospective client, Annie, and would like to request feedback on our meeting."
      • "My client, Jacob, is retiring soon. Create an email congratulating him and explaining how I can assist during this transition."
    1. Writing Style: Select the writing style from the options.
    2. Specify the Length: Determine the length of your email by selecting short, medium, or long.
    3. Generate Content: Once you have filled out the form, click "Generate," and Muse will create a complete email draft, including a subject line.

      MuseForEmail
  1. Manually Copy Content: Copy and paste the generated subject line and body into the email builder. 
  2. Review and Edit: You can make additional edits or revisions to ensure the content meets your specific needs and preferences.
  3. Schedule Your Email: When you’re done making edits, you can schedule your email like usual. 
  4. Compliance Review: Like all custom email content, emails created using Muse will be submitted to compliance for review before sending.

⚠️ Self-managed compliance users (RIA) must approve the content manually. 


Tips and Best Practices

  • Be Specific: The more specific you are in the additional context box, the better the AI can tailor the content to your needs.
  • Experiment with Tones: Try different tone combinations to see which best fits your brand's voice.
  • Leave Feedback: To help us enhance Muse, click the thumbs-up or thumbs-down icon to provide feedback on the different versions.

Frequently Asked Questions (FAQs)

Does your AI technology use ChatGPT or other popular AI tools? Is it just ChatGPT with FMG’s logo?

Muse runs on the same large-language-model tech behind ChatGPT. What makes Muse uniquely tailored for advisors is that it’s tuned by the FMG marketing experts, and the tool is baked into FMG’s workflow. That means compliant, on-brand drafts in seconds, right where advisors work. And with one click, they can switch among six pre-built voices to match any audience.

Is there a limit to the number of email drafts I can generate with Muse?

While there's no limit on the amount of content you can generate, it's important to note that any content not copied and pasted into the email builder before closing Muse will not be saved.

How accurate is Muse’s content?

One current limitation in Muse’s accuracy is its ability to generate content around recent current events. As of July 2025, Muse only has current event information up to November 2024. We are actively working to improve this aspect, so stay tuned for updates! In terms of the accuracy of Muse’s general financial content, Muse includes multiple compliance safeguards to minimize non-compliant information. All content created through Muse still follows the familiar FMG workflows, so you’ll still submit it to a compliance program for that final layer of approval.

Will my clients know it was written by AI?

No, Muse does not leave any hidden watermarks or information that would be able to identify the content as being created by AI.
Can Muse use existing content as a reference point for generating new content?
Yes, you can copy existing content and use it as a reference point in Muse to generate new content. Muse can take instructions and rewrite the content in a different style or format.

Does Muse automatically add a disclosure indicating content was generated by AI?

No, Muse does not currently add a disclosure indicating that the content was generated by AI.

Is there a risk of copyright infringement with AI content?

Our AI tools generate text based on patterns learned during training. While the content is typically original, there’s an extremely small chance it may resemble copyrighted material. We recommend reviewing and verifying all AI-generated content for compliance with applicable copyright laws before using it publicly. We ensure that all generative AI models we use provide copyright indemnification.

Will the content generated by Muse sound like every other advisor?

Muse includes six different preset voices and incorporates the ability to take custom instructions to change the voice as you see fit!

Can I create a custom voice?

Custom personas will arrive in 2026; in the interim, we provide six preset voices to choose from and the ability to take custom instructions to further tweak the voice to your liking.

Can I edit or revise the content generated by Muse?

Yes, you can refine the content that Muse generates, and it will create another version for you to use. Additionally, you can edit the content in the email builder after you’ve pasted the content there. 

Does Muse support multiple languages?

Yes, Muse can be prompted to create content in other supported languages. 

Will content created by Muse go through compliance?

Like all custom email content, any emails created using Muse will be submitted to compliance before they are successfully sent. 


➡️ Self-managed compliance users (RIA) must approve this content manually. If you’re a self-managed compliance user, you can learn more about your approved compliance items in this article: Self-Managed Compliance.

Could Muse say something non-compliant?

We have implemented multiple safeguards to prevent non-compliant information from appearing in your drafts. However, all content created through Muse still follows the familiar FMG workflows, so it will still be submitted for that stamp of approval from a compliance program.

How is client data protected within AI systems?

AI tools are developed with a focus on data protection, adhering to regulations, and employing advanced security measures. Our AI features operate without training on customer data, and our model providers are contractually obligated not to retain data longer than necessary for legal compliance.