What our customers say:
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.
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.
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.