FEATURES

DIGITAL ENGAGEMENT TOOLS

Digital communication has become a key ingredient for relevancy, and financial advisors expect to communicate with you in the same way they do every other brand.

MOVE THE CONVERSATION IN THE RIGHT DIRECTION.

The world of financial services has changed – and so has your audience. Digital communication has become a key ingredient for relevancy, and financial advisors expect to communicate with you in the same way they do every other brand.  

To maintain your relationships, you need fast, accurate insights into what advisors want to discuss and their specific product interests. And you need a way to rapidly get that information in front of them – with the same level of professionalism you’d deliver in person.  

Fugent provides all the tools you need to engage advisors based on their preferences – all available in a responsive user dashboard, so you’ll never lose touch. Each tool has gone through an exhaustive vetting process to ensure it meets the financial services industry’s strict compliance regulations. And each can be adjusted to the individual compliance and brand standards of your company.  

FEEL CONFIDENT AT EVERY MOMENT OF CONTACT.

We work hard to give wholesalers every available tool to engage advisors – while never sacrificing compliance. No other company ensures that digital tools can be customized to meet your specific compliance policies. Our clients consult with us from the outset to adjust global settings, roles, and permissions to permit usage within a safe and controlled framework.
 
  • CREATE A VARIETY OF TEMPLATES FOR EMAIL FUNCTIONS INCLUDING INVITATIONS, REMINDERS, FOLLOW-UPS, FILE DISTRIBUTION, SURVEY EMAILS, AND MORE
  • MEETING TITLES AND DESCRIPTIONS CAN BE TEMPLATED
  • FILE TITLES AND DESCRIPTIONS THAT DISPLAY ON WEBSITES, SOCIAL MEDIA, AND EMAIL CAN BE CONTROLLED AT AN ADMIN LEVEL
  • SURVEYS CAN BE CONTROLLED AT AN ADMIN LEVEL
  • MEETING PROVIDERS CAN BE VETTED BY FUGENT BASED ON YOUR UNIQUE BUSINESS NEEDS AND COMPLIANCE REQUIREMENTS
  • SOCIAL MEDIA INTEGRATION CAN BE CONFIGURED TO ONLY PERMIT THE USE OF CERTAIN SOCIAL NETWORKS

COMMUNICATION THEY'LL RESPOND TO.

Fugent’s curated toolset lets advisors engage according to their preferences. Our system not only captures every single advisor engagement, it also reminds you to send timely follow-ups, meeting reminders, and surveys. Your address book is automatically updated so you never lose track of advisor contact info and preferences.

Email
Provide support, drive awareness and measure what's effective through targeted email messaging. From event invitations to surveys and content promotion, Fugent's fully integrated email system allows you to provide a consistent, branded experience from a compliant platform.
ON-LOCATION EVENTS
Transform the management and promotion of roadshows and lunch-and-learns. Drive awareness and see which sources are leading to registration; capture attendance with easy mobile check-in features; and coordinate targeted follow-up.
Webinars
Whether you're meeting with a single advisor to discuss an illustration or conducting a large-scale market update for hundreds of attendees, our intuitive meeting tools make it simple to set up and join your meeting using the provider of your choice. Measure success and follow-up with surveys and tailored messages.
SOCIAL MEDIA INTEGRATION
Join the conversation. Now you can interact with advisors where they are, gain credibility as a thought leader, and drive awareness for digital activities - all within a fully compliant system for publishing files and events on social media.

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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