WHO WE HELP

DISTRIBUTION

Combining digital tools and analytics with a personal connection.

FINALLY, A DIGITAL SALES PLATFORM THAT PUTS RELATIONSHIPS FIRST.

Effective wholesalers provide targeted information to advisors at the right time via the right communication channel. The most successful teams do this by combining digital tools and analytics with a personal connection. Fugent makes this possible.

With Fugent, you'll experience shorter sales cycles, enhanced in-person visits, and better phone calls and meetings. You will know more about advisor needs and preferences before you make the call so the time spent in front of the advisor is about closing business. Fugent helps you build deeper advisor relationships at scale.

BUILD MORE RELATIONSHIPS — WITHOUT ADDING STAFF.

Thanks to Fugent's unrivaled capacity, we help you expand your reach, increase advisor interactions, and shorten the close cycle with the existing staff you have.
  • Boost wholesaler visibility with integrated digital marketing tools
  • Connect with advisors anywhere, anytime using interactive web meetings and easy-to-setup microsites
  • Reduce the time it takes to build relationships and capture your advisors' preferences
  • Synthesize internal and external sales efforts with a single, collaborative platform
  • Identify new sales opportunities with real-time advisor behavior monitoring
  • Build strategies that impact sales by understanding advisor preferences by segment, channel, or geography
  • Motivate sales reps to do more with real time notifications and peer comparisons

PERSONALIZE THE DIGITAL SALES PROCESS AND SHARPEN YOUR EDGE WITH FUGENT.

Fugent provides the sales and marketing analysis you need to reveal advisors’ online behavior and preferences. With this much intelligence, you can give your prospects and existing advisors a more personalized experience, so that every sales touch is meaningful and well-timed.

advisor preferences
Know which advisors are engaging with your content today, what topics they want to see in the future, how they prefer to hear from you, and who may be ready to drop a ticket.
RELATIONSHIP ANALYSIS
Go beyond sales volume. Measure engagement, discover preferences and opportunities and increase speed to market for solution delivery.
GAMIFICATION
Quickly learn what works and what doesn't. Motivate your team with internal benchmarks and comparisons. Learn what others are using in the industry to be successful - and how you can improve.

other teams we help

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.

We were unable continue for the reason(s) shown below:

Please wait 10 seconds then try your form submission again.

Request a Live Demo

This is a required field.
This is a required field.
This is a required field.
This is a required field.

If you already use Fugent, set up a special tour of all the new features in Fugent 2.0.

2017 © Fugent | Privacy Policy