The Complete Digital Advisor Engagement Platform

Create more meaningful contact with advisors using the tools chosen by the nation’s leaders in financial services. Let Fugent equip your wholesaling team to become more efficient, more visible, and more successful in serving your target advisors.

ebook: Going Digital: How Technology is Transforming the Wholesaler-Advisor Relationship

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Going Digital: How Technology is Transforming the Wholesaler-Advisor Relationship

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The Complete Digital Advisor Engagement Platform

Fugent gives your wholesaling team the tools they need for smarter, more responsive, successful communication with advisors. Our proven portfolio of digital tools increase advisor engagement by giving wholesalers:

  • Increased online presence with clients and prospects
  • Expanded sales capacity and territorial coverage
  • Delivery of consistent, timely, on-brand messaging
  • Improved call effectiveness through tailored, data-informed solutions
  • A shorter, more efficient sales cycle for more tickets in less time

Online Meetings for 1 or 1,000

Whether you’re meeting with a single advisor to discuss a product illustration or conducting a large-scale presentation for hundreds of attendees, our easy-to-use screen-sharing platform makes it simple to set up and join your meeting.

Online Meetings
Wholesaler Visibility

Wholesaler Visibility

A strong wholesaler web presence is essential to helping advisors find you and your solutions on their time and on their terms. With Fugent, you benefit from a custom-branded website that acts as a sales hub for keeping wholesalers visible and accessible to advisors. Customization and publication tools make it easy to describe your products and expertise, promote upcoming roadshows, lunch-and-learns, or online meetings, and share educational resources with advisors in your area.

Omni-Channel Content Sharing

Promote your upcoming meetings, distribute your sales materials, or send a personalized message to your advisors with a single click with Fugent’s suite of email, social, and custom-website publishing capabilities.

Omni-Channel Content Sharing
Analytics optimization

Insights & Optimization

Never miss a sales opportunity with the help of detailed analytics about advisors’ online behavior. A convenient, easy-to-use dashboard displays behavioral insights about individual advisors and stats for all your published content, making it easy to measure campaign performance and identify sales opportunities at a glance. Know which advisors are engaging with your content today, what they want to see in the future, how they prefer to hear from you, and who may be ready to make a purchase decision.

Consistent, Compliant Communication

Ensure the on-brand consistency and regulatory compliance of your entire team’s advisor communications by easily managing user roles and permissions. Create and update custom templates for wholesaler emails, websites, and more for consistent design and messaging across your entire organization. Even keep your compliance group apprised of all the digital activity of your wholesalers.

Consistent, Compliant Communication

See how Fugent can work for your sales team and schedule a live demo today!

About Fugent

The Industry’s Most Experienced Wholesaler Solutions Team

Fugent provides the technology that fuels growth for the financial services industry. Led by the industry’s most experienced sales solutions team, we help you identify opportunities for improvement with each and every member of your wholesaler team.

Fugent also understands the industry’s stringent compliance standards and we have the experience of working with 100 of the leading financial services companies in the nation.

As a sister company of the digital marketing agency, The Shipyard, Fugent provides the innovation, messaging and media programs to help you reach financial professionals with the right message at the right time.

Schedule A Live Demo

See how Fugent can work for your sales team and schedule a live demo today!

Schedule A Live Demo