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866.438.4368



info@fugent.com

 * WHO WE SERVE
   * 
   * SALES MANAGERS
   * WHOLESALERS
   * MARKETING TEAMS
   * FINANCIAL ADVISORS
 * PLATFORM FEATURES
   * 
   * SCHEDULING ASSISTANT
   * BRANDED WEB PRESENCE
   * ENGAGEMENT MANAGEMENT
     * ONSITE EVENTS
     * WEB MEETINGS
     * ENGAGEMENT ANALYTICS
   * DISTRIBUTED MARKETING
     * CONTENT DISTRIBUTION
     * CONTENT ANALYTICS
   * SAFEGUARDS AND COMPLIANCE
 * COMPANY
   * 
   * ABOUT US
   * SUPPORT AND TRAINING
 * INSIGHTS

LOGIN REQUEST A DEMO
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.

SEE THE FEATURES


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.

REQUEST A DEMO
WHO WE SERVE

SALES MANAGERS



Give your distribution team the data and insight they need to reach more
advisors, without increasing their workload.

HOW WE HELP

WHO WE SERVE

WHOLESALERS



Build better relationships with advisors and dig deeper into the advisor pool to
hit your sales targets.

HOW WE HELP


WHO WE SERVE

MARKETING TEAMS



Increase the effectiveness of your marketing initiatives while integrating your
campaigns into the distribution team’s workflow.

HOW WE HELP

WHO WE SERVE

FINANCIAL ADVISORS



Strengthen relationships with your existing clients while increasing your reach
to attract new ones.

HOW WE HELP


FUGENT PLATFORM FEATURES

CREATE A SEAMLESS TRANSITION BETWEEN THE DIGITAL AND THE PHYSICAL

We believe that data and technology can amplify human experiences. Every feature
is thoughtfully designed to tie together every client interaction, from online
to in-person, powering more beneficial relationships for you and your advisors.

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.

LEARN MORE
ENGAGEMENT MANAGEMENT


Increase attendance to meetings and events with automated promotional efforts.
Gain insight into who’s attending and what they’re interested in.

LEARN MORE
BRANDED WEB PRESENCE


Create a personalized profile or team microsite that gives advisors access to
you and your content around the clock.

LEARN MORE
OUR CLIENTS

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.



“

FUGENT HELPED US STREAMLINE OUR SALES EFFORTS ACROSS OUR ORGANIZATION AND
IMPROVE CUSTOMER RETENTION.

— VP OF SALES

GET STARTED WITH FUGENT TODAY

REQUEST A DEMO
SUPPORT: 866.438.4368


WHO WE SERVE

SALES MANAGERS

WHOLESALERS

MARKETING TEAMS

FINANCIAL ADVISORS

PLATFORM FEATURES

SCHEDULING ASSISTANT

BRANDED WEB PRESENCE

ENGAGEMENT MANAGEMENT

DISTRIBUTED MARKETING

SAFEGUARDS AND COMPLIANCE

COMPANY

ABOUT US

SUPPORT AND TRAINING




278 N. 5th Street

Columbus, OH 43215

2018 © Fugent

Privacy Policy

866.438.4368

info@fugent.com