Advicent Unveils the Figlo; Redefines the Client Experience
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.
By John Kamin, EVP and CIO, Old National Bancorp
By Gregg T. Martin, VP & CIO, Arnot Health
By Dave Doyle, CIO & SVP, IT, Regal Entertainment Group
By Sergey Cherkasov, CIO, PhosAgro
By Adrian Mebane, VP-Global Ethics & Compliance, The Hershey...
By Mike Fitton, Wireless Business Unit Director, Altera
By Jim Kaskade, VP and GM, Big Data & Analytics, CSC
By Thomas Musgrave, EVP & CIO, AmeriCold Logistics
By Vin Sharma, Director, Strategic Planning & Marketing, Big...
By Federico Flórez, Chief Information & Innovation Officer,...
By Barbara Adams, VP, Innovative Technology Solutions, Texas...
By John Mason, CIO, Bottomline Technologies
By Jamshid Khazenie, CTO, USA Today Network / Gannett
By Miguel Gamino, CIO & Executive Director-Department of...
By Bill Schimikowski, VP, Customer Experience, Fidelity...
By Tom Bressie, Vice President, Oracle Cloud
By John Landwehr, Public Sector CTO, Adobe
By Aaron Gette, CIO, The Bay Club Company
By Denise Zabawski, CIO, Nationwide Children's Hospital
By Amit Bahree, Executive, Global Technology and Innovation,...