The key to strengthening advisor relationships is being available when they need you. Fugent allows advisors to personalize every interaction with wholesalers so every sales engagement is meaningful.
Share your availability with advisors through a branded calendar so they can automatically schedule meetings. Allow them to choose from specific time slots or all availability.
Schedule meetings and events that are online, on-site, or over the phone—whatever works best for your advisors. After they schedule, track their attendance and post-meeting engagement.
Tailor the conversation to your advisors’ stated needs and use additional insights about how they engage with you and your content to personalize even further.
Gain insight into who’s researching, what information they want, and how to communicate with them.
Get instantly notified of new advisor activity, including when advisors request or accept meetings. Then send automated calendar invites and instructions to advisors for confirmed meetings.
Track communications across every channel—email, website, social media, and referral links—to understand what works and what doesn’t.
See not only who accepts, but who actually attends meetings and events, even when they’re in person. Measure post-event engagement through content downloads and email interactions.
Track total meeting requests by topic, meeting type, and promotion type, as well as organize by user groups, billing groups, and companies.
Fugent integrates into your existing systems and processes allowing you to see results immediately. Our platform connects to the most popular calendars, web meeting providers, and CRMs, including Outlook 365, Webex and GoToMeeting, and Salesforce.