FEATURES

ANALYTICS & REPORTING

Prospect more intelligently by knowing which advisors are engaging with your content, what they want to see in the future, and how they prefer to hear from you.

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.

Our redesigned dashboard provides a superior user experience and important stats at-a-glance. Intuitive navigation makes it easy to master full functionality. Enhanced content-sharing features make it easy to engage with advisors between in-person visits and phone calls. It’s the all-knowing assistant you’ve always wanted.
  • DISPLAYS GRAPHIC STATS ON MEETING REGISTRATION, INVITE PERFORMANCE, TREND-LINES AND MORE
  • LINKS TO AN ACTIVE LEAD'S CONTACT RECORD AND ACTIVITY HISTORY
  • NOTIFIES YOU OF NEW ADVISOR ACTIVITY
  • ALLOWS YOU TO START IMPROMPTU MEETINGS
  • REMINDS YOU TO SEND TIMELY FOLLOW-UPS, MEETING REMINDERS AND SURVEYS
  • QUICKLY UPDATES CONTACT INFO AND PROFILE PAGE CONTENT
  • DISTRIBUTES FILES TO MULTIPLE WEBSITES AND PAGES AT ONCE
  • 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.

GAIN IMMEDIATE INSIGHTS
Get notified when advisors are active and see exactly how they're engaging. View graphic stats on meeting registration, invite performance, website trend-lines, and more.
QUANTIFY EVENT PERFORMANCE
Measure meeting invitation activity, event registration and traffic sources, and collect advisor feedback through surveys.
Measure Territory Penetration
How many advisors in your territory have engaged with you vs. your entire territory? See how far you're extending your reach.
TRACK ADVISOR PREFERENCES
Know who's researching, what topics they're interested in, and their preferred methods of communication. Access your active leads contact record and activity history.
PERSONALIZE CAMPAIGNS
Segment advisors by topic, engagement preference, and region.
OBTAIN A BIRDS-EYE VIEW
See how advisor preferences differ at the firm level, the advisor segment, and channel level, and follow the overall advisor journey.
BUILD RICH ADVISOR PROFILES
Combine product preferences, market interests, and trendlines for engagement. Utilize these profiles before meetings to personalize the conversation and ask the right questions.
GATHER RELEVANT DATA
Engage advisors with interactive surveys that allow you to collect information on their practice and client needs.

TRACK CROSS-CHANNEL PERFORMANCE.

No need to juggle data. As the most comprehensive digital sales platform on the market, Fugent is your one-stop shop for measuring digital tactics and campaigns. Get the most complete picture of advisor interests, product insights, and sales activity from a single platform.
  • TIE TOGETHER DATA ON MICROSITES, EMAILS, WEB MEETINGS, EVENTS, SURVEYS, SOCIAL MEDIA, CONTENT DOWNLOADS AND VIDEO VIEWS
  • UNDERSTAND WHICH ENGAGEMENT SOURCES ARE DRIVING POSITIVE BEHAVIOR
  • TRACK EXTERNAL TRAFFIC SOURCES LIKE DISPLAY CAMPAIGNS, REFERRALS FROM THIRD-PARTY WEBSITES, AND MORE
  • VIEW WHICH TERRITORIES ARE DRIVING THE MOST ENGAGEMENT FOR THE COMPANY
  • TAG ACTIVITIES TO VIEW WHICH PRODUCTS, SALES IDEAS AND THOUGHT LEADERSHIP PIECES ARE TRENDING ACROSS ALL DIGITAL TACTICS, AND TERRITORIES
  • SEE HOW ADVISOR PREFERENCES DIFFER AMONG BROKER-DEALERS, REGIONALLY, BY CHANNEL, AND MORE
  • CREATE CUSTOM TAGS TO TRACK SINGLE OR MULTIPLE CAMPAIGNS
  • 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.  

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