MILWAUKEE, WI: Advicent Solutions, the SaaS technology solution provider for financial services industry recently released in the U.S. the interactive financial planning tool Figlo within its entire product offering. Figlo intends to offer customers with more opportunities for interactive, significant and impactful conversations with both prospects and clients.
Customers are on the lookout for better digital experience with nearly 70 percent of the high-net-worth clients preferring to access accounts, products and services online. In an effort to keep up with the trend, clients also want their advisors to deliver a higher level of service in the process.
Addressing these demands Advicent has rolled out Figlo that allows advisors to: gather high-quality prospects and referrals online with the Figlo Leads tool; engage clients in meetings with interactive Lifeline and Goal Gauge tools; share sensitive client files securely with individual document vaults.
On the release on the tool, Cory Olson, Senior Product Director at Advicent says, “Figlo was built to support every phase of the client lifecycle. Whether a prospect is searching online to uncover retirement savings gaps, or meeting with an advisor for the first time to talk about risk tolerance – Figlo provides interactive tools to engage interest and guide the conversation. It’s a critical tool in our increasingly technological world.”
The tool also encourages client follow-through and share plans via the client portal and save time and decrease data entry with Redtail integration.
“At Advicent we want to enable everyone to understand and impact their financial future—Figlo does just that. Through better client collaboration, lead generation and interactive planning in Figlo we’re giving advisors and their clients exactly what they need to be successful,” says Phil Cunningham, CEO of Advicent.