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-- 866.438.4368 info@fugent.com Login Request a Demo Who We Serve Platform Features Company Sales Managers Wholesalers Marketing Teams Financial Advisors Scheduling Assistant Branded Web Presence Engagement Management Onsite Events Online Meetings Engagement Analytics Distributed Marketing Content Distribution Content Analytics Safeguards and Compliance About Us Support and Training Build Stronger Client Relationships Connect more effectively. Close more tickets. 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 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 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. 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 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 platform to help you achieve your goals. helped us streamline our sales efforts across our organization and improve customer retention. — vp of sales Get Started With 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 © Privacy Policy 866.438.4368 info@fugent.com...