FINANCIAL ADVISORS

EXPAND CLIENT RELATIONSHIPS WITH PERSONALIZED DIGITAL COMMUNICATIONS.

INCREASE AVAILABILITY WITHOUT WORKING MORE HOURS

With Fugent, you can strengthen relationships with your existing clients while increasing your reach to attract new ones. You will be able to create an online presence, automate scheduling, and meet clients in ways that are most convenient for them, whether that’s in person or online.

SCHEDULING ASSISTANT

DEVOTE TIME TO YOUR CLIENTS, NOT YOUR CALENDAR

There are only so many hours in a day. With Fugent, you can build a personalized web presence that acts as an around-the-clock resource for your clients.

Whether it’s sharing upcoming engagements or scheduling an appointment, your profile page is a professional, branded way to connect with current clients and build relationships with new ones.

BRANDED DIGITAL PROPERTIES

BE WHERE YOUR CLIENTS ARE, WHEN THEY NEED YOU

There are only so many hours in a day. With Fugent, you can build a personalized web presence that acts as an around-the-clock resource for your clients.

Whether it’s sharing upcoming engagements or scheduling an appointment, your profile page is a professional, branded way to connect with current clients and build relationships with new ones.

ONLINE WEB MEETINGS

CREATE A VIRTUAL CONNECTION WITHOUT LOSING THE PERSONAL TOUCH

In today’s world, your clients are busier than ever and it can be increasingly difficult to find time to meet in person. Fugent provides a way to meet with clients online without losing the high-touch experience of a face-to-face meeting.

And if you’re trying to coordinate schedules with multiple clients, you can easily meet with both parties, even if they’re not in the same location.