Advise customers via online meeting while complying with legal requirements

Successfully advise & conclude legally binding contracts via online meeting. Use centralized advisor teams to ‘meet’ the customer from wherever they are.

Modern finance advice

Use this online meeting software to reduce local staff costs and increase closure rates. Be one of the first to professionally advise and sell finance products to your clients remotely. The customer & advisor simply meet online to discuss their finance topics and conclude contracts using the digital signature.

What our customers say:

  • 80% faster contract negotiations
  • 2 hours time savings per customer lead
  • Perfect visualization of complex contract documents
  • Legally secure digital signature
  • The documents are immediately available to both parties and can be processed further

 

“ We are saving 2 hours on each customer lead simply by using Idiligo.”
Rabobank

Predefine the advice & sales process

Put the different steps of your financial advice into a structured order and predefine the whole process of the online meeting. Like this, Idiligo automatically leads the advisor through each step of the online meeting. This ensures, that nothing is forgotten and that the advisory process complies with all legal requirements.

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Gather customer data, share your screen & present documents

During the online 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 even 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 postal mailing needed. At the end of the online meeting, the signed contract can be emailed to the customer and downloaded for your records.

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

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

 

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