Who We Help

Advisors

Engage your clients online and watch your business grow.

MEET YOUR CLIENTS ANYWHERE, ANYTIME.

Imagine walking a client through her portfolio while she eats lunch at work... conducting a video-conference to review quarterlies with "snowbird" clients... or discussing estate planning with family members in multiple time zones.

Let's be honest: as your clients become busier and more mobile, far fewer meetings will happen in person. We believe it's time for advisors to give clients the convenience and top-notch experience they expect from every brand today. It's time to offer the flexibility of online meetings.

With Fugent, you'll get the only digital meeting platform designed to meet the needs of the financial industry. That means it's secure, compliant and built with the core mission of strengthening client relationships. And you won't be alone: 89% of high-performing advisors have adopted digital tools to engage with their clients, and they have 40% more assets under management to show for it.*

*Identified in a 2013 Fidelity® Insights on Advice - Advisor Insights study, High-Performing Advisors are advisors who have above average AUM among other factors.

THE VALUE OF VIRTUAL MEETINGS.

Here's how online client meetings will expand your opportunities for growth, productivity and referrals.
  • MEET MORE OFTEN, AVOID CANCELLATIONS AND STAY IN REGULAR CONTACT WITH OUT-OF-STATE CLIENTS AND BUSY PROFESSIONALS
  • TURN ROUTINE MEETINGS INTO DYNAMIC LEARNING OPPORTUNITIES WITH INTERACTIVE VISUAL AIDS
  • HUMANIZE THE MEETING EXPERIENCE AND READ CLIENTS' EMOTIONAL CUES WITH VIDEO-CONFERENCING CAPABILITIES
  • CONNECT WITH MORE CLIENTS AT A TIME AND IMPROVE SUPPORT THROUGH VIRTUAL MARKET UPDATES AND SEMINARS
  • WIDEN YOUR REACH BY ENGAGING CLIENTS AROUND THE COUNTRY WHO COULD BENEFIT FROM YOUR SPECIALIZATION
  • ERASE GEOGRAPHIC BARRIERS AND RUN YOUR BUSINESS FROM ANYWHERE IN THE WORLD
  • INCREASE EFFECTIVENESS BY GATHERING ALL KEY PARTIES TOGETHER VIRTUALLY
  • IMPROVE YOUR PROFICIENCY USING FUGENT'S LIVE TRAINING, BEST PRACTICES AND TECH SUPPORT

THE DIGITAL ADVANTAGE.

Today's most successful financial advisors use technology as a competitive advantage. But Fugent offers more than bells and whistles. Our research shows that when you engage clients online, you deepen relationships through collaboration; widen your generational reach; and ultimately, grow your client list.

See how Fugent's suite of tools can integrate with your existing practice and push you into the future of financial advising.

ONLINE MEETINGS
Whether you're meeting one-on-one or conducting a market update for all of your clients, our intuitive meeting tools make it easy for clients to join. Share content like documents, websites and video-conferencing. Measure success, and follow-up with tailored messages.
EVENT MANAGEMENT
Transform the management and promotion of on-site seminars by offering a web presence. Drive awareness, and see which sources are leading to registration; capture attendance with easy mobile check-in features; and coordinate targeted follow-up.
CUSTOM BRANDING
Create a branded profile page and email template, so that meeting invitations, reminders and confirmation emails brand you and your firm - not the meeting provider.
DIGITAL PRESENCE
Stay accessible around the clock. Create a personalized online profile page that allows clients to connect with you, join web meetings and register for upcoming group sessions. Publish all meetings to social media.
INFORMATIVE TOOLS
Enhance meetings and educate clients with the ability to share dynamic illustrations, portfolios, presentations, software, calculators and more - all in real time, so everyone's on the same page.
REPORTING
Instantly measure meeting invitation performance and group meeting registrations. Create custom tags to evaluate the content of your meetings. And generate contact reports to measure client relationships and retention over time.
COMPLIANCE
We understand compliance and can configure settings to meet your firm's specific broker-dealer policies and add customized disclosures to your profile pages and emails.

STRENGTHEN YOUR GAME.

If you've mastered Fugent Meetingsā„¢, we invite you to try our enhanced digital engagement and marketing tools to increase your firm's visibility, client interaction and business opportunities. These features include:
  • SURVEY FUNCTIONALITY - GAIN CRITICAL INSIGHTS ON MEETINGS, EVENTS AND CLIENT CONTACT PREFERENCES.
  • WEBSITES - TURN YOUR WEBSITE FROM A STATIC BUSINESS CARD TO AN ENGAGING CUSTOMER EXPERIENCE THAT DRIVES MORE TRAFFIC AND PROMOTES REPEAT VISITS. TRACK AND MANAGE ALL DIGITAL CLIENT ACTIVITY FROM ONE INTERFACE.
  • EMAIL MARKETING - PROVIDE SUPPORT, DRIVE AWARENESS AND MEASURE WHAT'S EFFECTIVE THROUGH TARGETED EMAIL MESSAGING. FUGENT'S FULLY INTEGRATED EMAIL ALLOWS YOU TO PROVIDE A CONSISTENT, BRANDED EXPERIENCE FROM A COMPLIANT PLATFORM.
  • SOCIAL MEDIA - 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.
  • LANDING PAGES - PROMOTE YOUR MARKETING CAMPAIGNS ONLINE WITHOUT EXTRA FUSS OR COST USING CUSTOMIZABLE LANDING PAGE TEMPLATES.
  • TELEPHONY - INTEGRATE TELECONFERENCING INTO YOUR GROUP MEETINGS AND PROVIDE A SEAMLESS, PROFESSIONAL EXPERIENCE.

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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