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
How does it work?
Invite the customer
Follow the structure of your ideal advice
We have a special solution for Financiel Advisors to support their client meetings. Contact us to learn more.