The enablement solution for financial advisors
Add smart content and processes to any customer meeting. Save valuable time, drive revenue and loyalty, while maintaining compliance. A customer experience optimized to the point.
Add smart content and processes to any customer meeting. Save valuable time, drive revenue and loyalty, while maintaining compliance. A customer experience optimized to the point.
What our customers say:
Put the different steps of your financial advice into a structured order and predefine the entire process of the customer meeting. Like this, Idiligo automatically leads the advisor through each step of the meeting. This ensures, that nothing is forgotten and that the advisory process complies with all legal requirements.
During the meeting, the customer and advisor look at the same content on their respective screens – no matter where they are. Like this, the customer and advisor can go through complex documents together, complete forms or contracts. The advisor can share his screen to use a live tariff calculator. If needed, the customer can upload documents, such as his ID or salary statement.
Advisors get contracts signed online and close the deal immediately. The customer simply signs the document digitally and legally secure, using his smartphone or tablet. No follow-up calls or mailing needed. At the end of the meeting, the signed contract can be emailed to the customer and downloaded for your records.
