Number of Seats/Users: Figlo offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Figlo that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Figlo. Figlo reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Figlo offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Figlo. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Figlo often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Hello! As a Spendbase discount specialist, I’ve gathered some insights from our clients about the Figlo platform. Here’s what we’ve found:

Key Strengths of Figlo:

• Comprehensive Financial Planning: Clients appreciate Figlo’s ability to provide a clear and transparent view of their financial situations. The platform’s capability to create and compare multiple financial plans is particularly valued.

• User-Friendly Interface: The intuitive design of Figlo makes it accessible for both advisors and clients, facilitating smoother interactions and understanding.

• Remote Accessibility: The screen-sharing feature allows clients to view plans remotely, enhancing flexibility and convenience in financial planning sessions.

• Integration Capabilities: Figlo’s integration with various applications, including Ockto, streamlines data input and enhances the overall user experience.

Areas for Improvement:

• Email Communication: Some clients have reported issues with emails, such as welcome emails landing in spam folders. Ensuring that Figlo’s communications are recognized as legitimate by email providers would enhance user experience.

• Customization Options: A few clients have expressed a desire for more customization options within the platform to better align with their specific needs and preferences.

Overall Impression:

Our internal data indicates that Figlo is a robust and user-friendly platform that effectively aids in financial planning. While there are minor areas for improvement, the platform’s strengths significantly outweigh its weaknesses, making it a valuable tool for both advisors and clients.

If you’re considering Figlo for your financial planning needs, these insights should help you make an informed decision.