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Online advice with Idiligo

With Idiligo online advice solution, you'll be able to hold financial advice meetings with your customers. From anywhere in the World. It’s easy, and it’s online.

Customers use Idiligo to turn their current consultation meetings into standardized online business scripts. You can thus save time and be more productive.

Profit now from this new way of working by using Idiligo scripts.

How does it work?

As soon as you start an Idiligo session, the right script will load automatically. The moment the customer joins the Idiligo session, you can walk them through the consultation process. You can share information, gather data, and discuss the documents together: All of it can be done in one session.

At the end of the online session, you can discuss and confirm subsequent steps. The entire process will be compliant, and the results can be automatically stored in your CRM.

You can thus easily focus on the next session. How does that sound?
Select the scripts you would like to use for free.

FINANCIAL ADVISORS

FINANCIAL ADVISORS
FINANCIAL ADVISORS

Idiligo is easy to use and very effective.