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.

Compliant financial advice

From first inquiry, through clarifying your customers’ needs to signing documents digitally: Idiligo guides you through the entire advisory process, ensuring that it is results-oriented and efficient. If held online, the customers joins the meeting with just one click – no software download necessary.

What our customers say:

  • 80% faster contract negotiations
  • 2 hours time savings per given advice
  • Perfect visualization of complex contract documents
  • Legally secure digital signature
  • Completed & signed documents are immediately available to both parties and can be processed further
“ We are saving 2 hours on each customer contact simply by using Idiligo.”

Predefine the advice process

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.


Gather customer data, share your screen & present documents

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.

Increased & immediate contract closures

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.


Let us show you, how Idiligo can digitize your insurance & financial advice

Contact us

The magazine ‘IT-Banker’ reported Idiligo as an online consulting & sales solution for banks!

Read article