demonstrated how its consumer portal can help FIs engage customers:
“Figlo announced the global launch of their tablet solution for Financial Product Advice. Figlo offers insurance companies a leading edge tablet application for financial product advice which gives a quick overview of the client financial situation and facilitates product advice and sales.
The tablet solution will push the boundaries of current financial product advice in the insurance and bancassurance industry, and shows how it can help advisors and sales agents to provide more transparent and interactive advice to their customers. The application integrates with Figlo’s applications for personal financial planning and personal finance management for complete financial insight. Through a secure connection with an existing CRM system, mid- and back office basic client data is already pre-filled.”
Product Launch: Q2, 2012
HQ: Capelle aan den IJssel, Netherlands
Founded: October 1996
Metrics: Founded and funded by 7 shareholders. 82 employees in the Netherlands, a development team in the Philippines, used by more than 15,000 financial advisors and 2 million consumers.
Finovate demo video: Demo videos will be posted next week
Introducing Stu Garrow (Managing Director, TechInject)