WHO WE HELP

MARKETING

Turn marketing promotions into immediate personalized sales opportunities delivered in real time.

REFOCUS THE ADVISOR EXPERIENCE. YOUR PRODUCER WILL THANK YOU FOR IT.

The online space can seem infinite to your advisors. They are literally bombarded by hundreds of messages per month from different manufacturers. You need deeper intelligence about advisor behavior to personalize your message and establish your brand as a trusted thought leader.

In concert with data from your sales team, Fugent can turn marketing promotions into immediate personalized sales opportunities delivered in real time. Fugent captures unprecedented data and intelligence on your pool of advisors, which marketers can use to create smarter campaigns in the future. You can then build on that momentum by monitoring feedback to campaign content in real time, which lets you quickly iterate and test new and alternate approaches. All of this helps you cut through the clutter and build a more personalized experience for the advisor.

PRECISION TOOLS, WITH A POWERFUL IMPACT ON ENGAGEMENT.

Our curated suite of tools gives marketers the multi-channel control they need to drive engagement, build advisor intelligence, and gain insight into the sales process.
  • NURTURE ADVISORS IN CUSTOMIZED PRE-SALE ENVIRONMENTS
  • DRIVE TRAFFIC, SEGMENTATION AND RE-TARGETING
  • USE DATA TO OPTMIZE AND CROSS-SELL
  • TAILOR REPORTS TO CAMPAIGN OBJECTIVES
  • KEEP CONTENT MARKETING FRESH
  • PROVIDE A SEAMLESS AND CONSISTENT BRAND EXPERIENCE
  • DELIVER THE RIGHT MESSAGES AT THE RIGHT TIME

MAKE YOUR WHOLESALERS DIGITAL BRAND PARTNERS.

A strong online brand presence is essential to helping advisors find your company and your solutions – on their time and their terms. Nearly 60% of advisors say that their perception of a firm is affected by its digital brand and online capabilities.* Do your wholesalers, as a face of your brand to the advisor, have an online brand presence? And how does that presence impact advisors perception of your firm?

Fugent brings marketing and sales together. And when that happens, great things result. Marketing gains local awareness and word of mouth traffic for their initiatives by cross-selling on the wholesaler pages. And wholesalers gain credibility by giving advisors access to thought leadership. This allows marketing initiatives to happen closer to where it matters most: the wholesaler level, where the tickets get dropped.

*kasina, What Advisors Do Online

BRANDED WEBSITES
Create targeted web experiences that provide information advisors need. From sales hubs to training to new product roll-outs, these microsites raise awareness of thought leadership, selling techniques, and events while giving marketing full brand control. Increased local traffic allows marketers to adjust promotional initiatives, cross sell, and more.
PUBLICATION TOOLS
Get more out of the content you already have by providing additional opportunities for distribution and tracking.
Social Media
Leverage the existing advisor-wholesaler relationship and get your message to a targeted audience.

DID WE MENTION INTELLIGENCE?

Every campaign run through Fugent provides users with powerful tracking of advisor behavior, resulting in an actionable understanding of their market’s regional trends, product preferences, timing, and motivation. Discover the wealth of intelligence at your fingertips.

IT'S WHAT ADVISORS PREFER

47% of advisors want firms to personalize their websites and content but only 27% of firms do so.* Fugent gives wholesalers the ability to personalize while giving marketing brand control, all within a compliant environment. Our integrated platform makes marketing and sales alignment easier than ever.
*kasina, What Advisors Do Online

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.

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