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New integration between Surfly and Figlo

From today on Figlo (an Advicent company) – market leader in software for Financial advice and planning for banks, insurers and Financial Advisors – offers financial advisors the perfect solution for efficient and convenient online interaction with their customers. Figlo uses Surfly and Future of Finance to realize the easiest real time online advice.

Surfly enables financial advisors to interact remote and real time with their customers by allowing them to cobrowse, videochat and use functionalities as sharing and signing documents online.

Customers of Figlo can choose from different options ranging from being able to share only Figlo applications to full webcam advice with extra functionalities.

Find out more about Figlo’s solution on their website



This post first appeared on Inside Sales – Today’s Reality | Surfly, please read the originial post: here

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New integration between Surfly and Figlo

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