Introducing Fugent 2.0

60+ enhancements to the best relationship sales platform for financial services. All delivering digital advisor engagement at scale. Available today.

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A DIGITAL PLATFORM DESIGNED FOR THE UNIQUELY PERSONAL SALE OF FINANCIAL SERVICES.

The best digital sales platform for targeting financial service advisors just got better. We’ve added robust audience intelligence, responsive / mobile friendly websites, and more than 60 other features and enhancements that help you build more meaningful, impactful relationships with more advisors. All fully compliant and tailored to your specific needs.

Shorten the sales cycle. Present a stronger brand online. And learn more about every advisor you contact. Do all of this and more with Fugent.

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A BETTER SALES EXPERIENCE ACROSS YOUR ORGANIZATION.

DISTRIBUTION

Real-time monitoring and insights expand your reach and shorten the wholesale cycle.

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Marketing

Understand which content best affects positive behavior, analyze regional and channel differences, and more.

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Compliance

Fugent offers a robust rules and privileges system that allows you to follow required policies.

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FOCUSED EXCLUSIVELY ON FINANCIAL SERVICES.

We provide customized digital sales solutions to the country’s largest financial services providers. They choose Fugent because we understand the specialized needs of this industry. No other provider is focused exclusively on financial service wholesaling.

WE HELP WHOLESALERS DEVELOP STRONGER RELATIONSHIPS WITH THE ONLY AUDIENCE THAT MATTERS: ADVISORS.

MAKE LASTING IMPRESSIONS.

Selling financial services is a personal, high-touch process that requires skill and perseverance. Fugent delivers the tools and technology to create and leave an impression in our digital world.

SUCCEED ONLINE AND IN PERSON.

Our powerful suite of engagement tools and analytics helps your sales force deepen advisor relationships securely and in full regulatory compliance.

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DIGITAL ENGAGEMENT

Curated tools help you capture new leads and build on existing relationships.

Enhance Relationships

ONLINE MARKETING PRESENCE

Personalized digital branding and messaging that is on-point, on-target, and on-brand.

BUILD AWARENESS

ANALYTICS & REPORTING

Metrics reveal the behavior and preferences of the advisors you want to reach - as well as the unmet needs you may not know about.

UNCOVER AND RESPOND TO OPPORTUNITIES

SEEING IS BELIEVING.

Join the thousands of financial service wholesalers who discover new and effective ways to use Fugent every day. A brief demonstration (at your convenience) is the best way to see what’s possible.

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