Advicent Solutions Unveils the Figlo™ Client Centric Planning Tool

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Advicent Solutions' Tool Blends Financial Planning with Interactivity to Redefine the Client Experience

“At the end of the day, it all comes back to the client,” said Phil Cunningham, CEO at Advicent. “At Advicent we want to enable everyone to understand and impact their financial future—Figlo does just that."

Advicent Solutions, the leading provider of SaaS technology solutions for the financial services industry, announced the U.S. release of Figlo™, an interactive financial planning tool within its complete product offering for financial professionals. Advisors leveraging Figlo™ technology will have more opportunities for interactive, meaningful and impactful conversations with both prospects and clients.

“Technology should strengthen the client-advisor relationship, not disrupt it,” said Cory Olson, senior product director at Advicent. “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.”

Clients want a more digital experience—71% of high-net-worth clients prefer to access accounts, products and services online—and now expect their advisors to bring a higher level of service in the process. Figlo™ responds to these issues and allows advisors to:

  •     Gather more 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.
  •     Encourage client follow-through and share plans via the client portal.
  •     Save time and decrease data entry with Redtail integration.

Figlo™ was first introduced to the Dutch market in 1996 and has since become the leading innovator of planning technology in both the Dutch and larger European market. Paul Janssen, product manager at Advicent stated, “We’ve helped our European clients achieve a 50% shorter sales cycle, 30% increase in deal size and 33% reduction in operational costs. While business improvements have been crucial to success, they have also given our clients the opportunity to spend more time with their clients and prospects, which adds value to their relationships.”

“At the end of the day, it all comes back to the client,” said Phil Cunningham, CEO at Advicent. “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.”

For more information on Figlo™ or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing(at)advicentsolutions(dot)com.

About Advicent
Advicent Solutions is now the leading provider of SaaS technology solutions for the financial services industry, servicing dozens of the world’s largest financial institutions. Our products include financial planning, goals assessment and marketing communications tools. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal. To learn more, visit http://www.advicentsolutions.com.

© 2015 Advicent Solutions. All rights reserved.

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Jenny Schroeder
@AdvicentFP
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