BUILD STRONGER CLIENT RELATIONSHIPS
CONNECT MORE EFFECTIVELY.
CLOSE MORE TICKETS.
Fugent gives you the actionable intelligence you need to create personalized experiences for your clients so you can expand relationships, reach more prospects, and meet your goals.
DEVELOP A MORE EFFICIENT SALES EXPERIENCE ACROSS YOUR ORGANIZATION
Fugent is the insight and engagement partner for financial services professionals. We provide a comprehensive platform that will tell you who you’re reaching, what information they want, and how to best communicate with them.
You gain rich insight into your clients’ behaviors so you can advance your sales and marketing efforts.
WHO WE SERVE
SALES MANAGERS
Give your distribution team the data and insight they need to reach more advisors, without increasing their workload.
WHO WE SERVE
WHOLESALERS
WHO WE SERVE
MARKETING TEAMS
WHO WE SERVE
FINANCIAL ADVISORS
FUGENT PLATFORM FEATURES
CREATE A SEAMLESS TRANSITION BETWEEN THE DIGITAL AND THE PHYSICAL
Fugent also easily integrates into your existing systems, working hand-in-hand with leading products including Salesforce, Office 365, Webex and GoToMeeting.
SCHEDULING ASSISTANT
Allow advisors to automatically schedule when, where, and how they want to meet, whether it’s online, in-person, or over the phone.
ENGAGEMENT MANAGEMENT
BRANDED WEB PRESENCE
TRUSTED BY TOP FINANCIAL SERVICES ENTERPRISES FOR OVER 18 YEARS
Fugent works exclusively in the financial services industry, giving us unmatched insight into your requirements, challenges, and opportunities. We will work closely with your organization to determine your needs and customize the Fugent platform to help you achieve your goals.
