Figlo became a partner of the Samsung Enterprise Alliance ProgramFiglo logo

As of 1 February 2012, Figlo has been officially admitted
to the Samsung Enterprise Alliance Program.

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Figlo’s Story

Figlo Platform

Financial advisory process

  • Have Insight in all that is known about the customer. The advisor collects all relevant client data from connected (CRM) system or builds a new client profile.
  • Want Taking stock of all further wishes such as early retirement, buying a house, securing the family in case of death or disability, etc.
  • Need Selecting solutions: matching the product to the customer.
  • Do Drawing up workable advice and create financial report including all relevant client information and discussed options.

Learn more about the Figlo Platform

About Figlo

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