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More effective financial advice: compliant and personal

Idiligo increases the effectiveness of your advice by streamlining and automating your ideal advice process with structured 1:1 meetings, in order to be compliant and effective.

Complex financial products are often advised by non-experience advisors. See how Idiligo improved their advising skills.

Experience how financial advisors use Idiligo

The best way to understand how Idiligo will benefit you is to see it in action. We’d love to show you. Book a 10 minute online demo now to see for yourself.

It takes a lot of extra time for advisors to make their files compliant with all regulations. We save almost 100% of that extra time with an audit ready digital file. Ask our consultants how easy we make this process.

How does it work?

Invite the customer 
Follow the structure of your ideal advice
   • Present and share necessary information
   • Gather customer details
• Confirm next steps
• Store your compliant Client file

 

We have a special solution for Financiel Advisors to support their client meetings. Contact us to learn more.