Quickly and easily connect with advisors using our secure, compliant meeting platform to share product or educational resources.
Boost visibility and attendance using our best-in-class meeting-promotion tools, from simple social sharing to email invitations to a custom-branded website.
Sharpen your messaging with robust analytics that reveals current advisor engagement, product preferences, interest areas, and more.
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.
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.
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.
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.
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.
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 every member of your wholesaler team. We also understand the industry’s stringent compliance standards, and have the experience of working with 100 of the nation’s leading financial services companies.
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.