Financial Product Advice
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Are you a busy, on-the-go insurance professional? A tablet solution can break down the barriers and allow you to do business quickly and easily wherever you go. Figlo offers insurance companies a leading edge tablet application for financial product advice. Figlo Product Advice gives a quick overview of the client financial situation and facilitates product advice and sales.
Quick financial insight
The interface is simple, clean and easy to understand, enabling an open and honest approach to the client’s financial situation, resulting in better understanding of the current and future situation. This enables the advisor to give the client a quick understanding of the financial situation and if necessary select suitable products, based on the client’s risk profile, to cover possible shortfalls.
Figlo Product Advice is completely integrable with Figlo Advisor for comprehensible financial planning and Figlo Personal Finance Management for complete financial insight. The application easily connects with your company’s existing CRM system, mid- and back office.
Direct product sell
Through a secure connection with the mid-office the client can sign for any advised product directly.
- Automates the pre-sales and sales activities
- Increase efficiency sales process
- Significant reduction of time spend on financial advice
- Additional sales opportunities
- Increase customer loyalty and customer engagement
- Anytime, Anywhere
Interested and would you like to receive more information? Please fill in our contact form on the right and we will contact you as soon as possible.