ANALYTICS & REPORTING
ANALYSIS THAT STRENGTHENS CONNECTION.
Fugent analytics are focused on making meaningful contact at the advisor level, telling you exactly what you need to know leading into every conversation and suggesting the best time for every touch point. Yes, we rely on big data, but we don’t believe in data-dumps. Fugent is designed to digest that information and present you with insights that drive engagement.
And we don’t stop there. Our gamification features make it easy to motivate wholesalers and pinpoint areas for growth. Because most of the leading financial services companies use Fugent, we’ll soon be able to reveal insights about the broader world your target advisor lives in: how they’re interacting with marketing materials across the web, as well as benchmarks to track your wholesalers’ performance compared to the industry at-large.
MEET THE INTELLIGENT DASHBOARD.
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DISPLAYS GRAPHIC STATS ON MEETING REGISTRATION, INVITE PERFORMANCE, TREND-LINES AND MORE
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LINKS TO AN ACTIVE LEAD'S CONTACT RECORD AND ACTIVITY HISTORY
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NOTIFIES YOU OF NEW ADVISOR ACTIVITY
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ALLOWS YOU TO START IMPROMPTU MEETINGS
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REMINDS YOU TO SEND TIMELY FOLLOW-UPS, MEETING REMINDERS AND SURVEYS
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QUICKLY UPDATES CONTACT INFO AND PROFILE PAGE CONTENT
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DISTRIBUTES FILES TO MULTIPLE WEBSITES AND PAGES AT ONCE
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CREATE AND MANAGE BILLING GROUPS
ADVISOR INTELLIGENCE AT YOUR FINGERTIPS.
Fugent provides sale teams with the most in-depth advisor profile available. Unlike other analytics platforms, we don't rely on users to build these profiles via data input. Instead, Fugent passively collects this data by tracking advisor behavior and cueing them to self-select data-points. The insights you need are revealed on your dashboard or can be further mined through robust reporting capabilities.
TRACK CROSS-CHANNEL PERFORMANCE.
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TIE TOGETHER DATA ON MICROSITES, EMAILS, WEB MEETINGS, EVENTS, SURVEYS, SOCIAL MEDIA, CONTENT DOWNLOADS AND VIDEO VIEWS
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UNDERSTAND WHICH ENGAGEMENT SOURCES ARE DRIVING POSITIVE BEHAVIOR
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TRACK EXTERNAL TRAFFIC SOURCES LIKE DISPLAY CAMPAIGNS, REFERRALS FROM THIRD-PARTY WEBSITES, AND MORE
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VIEW WHICH TERRITORIES ARE DRIVING THE MOST ENGAGEMENT FOR THE COMPANY
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TAG ACTIVITIES TO VIEW WHICH PRODUCTS, SALES IDEAS AND THOUGHT LEADERSHIP PIECES ARE TRENDING ACROSS ALL DIGITAL TACTICS, AND TERRITORIES
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SEE HOW ADVISOR PREFERENCES DIFFER AMONG BROKER-DEALERS, REGIONALLY, BY CHANNEL, AND MORE
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CREATE CUSTOM TAGS TO TRACK SINGLE OR MULTIPLE CAMPAIGNS
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DRILL DEEPER WITH FLEXIBLE REPORT PARAMETERS
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.
If you already use Fugent, set up a special tour of all the new features in Fugent 2.0.