What our customers say:
First, put the different steps of your financial advice into a structured order and predefine the whole process of the online meeting. Like this, the consultant can fully concentrate on the client contact, since Idiligo automatically leads him through the steps of the online meeting. This ensures, that nothing is forgotten. Plus, the consultancy process will comply with all legal requirements.
Complete forms of your client’s personal details and select the matching finance product. Upload and present product presentations and contracts or share your screen to use a live tariff calculator. If needed, your client can also upload documents, such as his ID or salary statement.
After having discussed the finance details and contract, you can close the deal straight away. Simply upload the completed contract. Your client can then sign it online and legally secure, using his smartphone or tablet. At the end of the online meeting, email the signed contract to your client and download a PDF report of the entire meeting for your records.