Intelligent Technology for Financial Services
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IntelliFlo EZines

 

Issue 13

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  • Welcome – Neil Andrews
  • NEW Data Storage Option
  • New Protection, GI and Mortgage Proposition
  • Account Management update
  • Case Study: Fair Investment Company Ltd
  • Details of Training Courses
  • MortgageBrain and PaymentShield Integrations
  • Staff Profile – Chris McGraw

Previous Issues

Issue 12

Issue 12

  • Welcome – Nick Eatock
  • Advancements in Technology and Improved Integrated Tools
  • SaaS Whitepaper
  • Account Management update
  • Case Study: Croesus Financial Services
  • Details of Training Courses
  • Unlocking a Colleague's Intelligent Office Account
  • Staff Profile – Linda Hodgman
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Issue 11

Issue 11

  • Welcome – Wenda Field The Importance of a Robust Investment Process
  • The Evolution of Technology
  • The Electronic Fact Find is Key to Greater Efficiency
  • Case Study: Midland Independent Financial Services
  • Details of Training Courses
  • Are you still creating your client and provider letters in Word?
  • Staff Profile – Jody Balarin
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Issue 10

Issue 10

  • Welcome – Mike Clifford
  • Effectively Establishing Customer Attitude to Risk
  • IntelliFlo Upgrade Programme
  • Case Study: Hargreaves Jones
  • Details of Training Courses
  • 60 Seconds to Email Integration
  • PA Awards 2011 Winner
  • Staff Profile – Wenda Field
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Issue 9

Issue 9

  • Welcome – Keith Hare
  • New Themes Added to Intelligent Office
  • Efficient Data Management
  • Case Study: Orkney IFA
  • 5 Golden Rules for Success in a Post RDR World
  • 60 Seconds to Email Integration
  • Consecutive Tech Track 100 Winner
  • Staff Profile – Steven Harrison
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Issue 8

Issue 8

  • Welcome – Keith Hare
  • New Themes Added to Intelligent Office
  • Efficient Data Management
  • Case Study: Orkney IFA
  • 5 Golden Rules for Success in a Post RDR World
  • 60 Seconds to Email Integration
  • Consecutive Tech Track 100 Winner
  • Staff Profile – Steven Harrison
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Issue 7

Issue 7

  • Welcome – Andrew Margerison
  • Better Business – Interesting Times
  • Electronic Valuations
  • IntelliFlo Mortgage Update
  • Certified Partner Programme – Fidelity FundsNetwork
  • Software as a Service
  • Did You Know? – The Accounts Area
 
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Issue 6

Issue 6

  • Welcome – Kieran McGee
  • IntelliFlo Flexibility
  • Next Generation Business Solution
  • Weather and the Web
  • Mortgage Update
  • Case Study: Ritchie Salkeld & Company
  • Did You Know? – SIPP, SSAS & Wrap
 
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Issue 5

Issue 5

  • Welcome – Nick Eatock
  • Business XL Magazine Top 50 Award
  • Case Study: Jacksons Financial Planning
  • Certified Partner Programme
  • Mortgage News
  • Did You Know? – Commission Splits
  • Training News
  • Staff Profile – Mike Tours
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Issue 4

Issue 4

  • Welcome – Wenda Field
  • The Perfect Storm
  • Google Apps or Microsoft Office on the Web?
  • Work Smarter Not Harder
  • Tech Track 100 Winner
  • Company Profile - SimplyBiz
  • Did You Know? – Origins of Intelligent Office
  • Staff Profile – Katie Loftus
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Issue 3

Issue 3

  • Welcome – Akeel Ahmed
  • New Mortgage Sourcing Functionality
  • Technology Spotlight
  • Helping Hand for IFAs?
  • Certified Partner Programme
  • Sense Network
  • Did You Know? – Task Functionality
  • Staff Profile – Angel Martinez
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Issue 2

Issue 2

  • Welcome – Jamie Coats
  • Web Based Technology is a Silver Bullet
  • Spotlight on Client Retention
  • Breakfast Seminars
  • Certified Partner Programme
  • Software as a Service
  • Did You Know? – Client Portal
  • Staff Profile – Emily Chapman
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Issue 1

Issue 1

  • Welcome – Nick Eatock
  • Treating Customers Fairly
  • RDR
  • Enhancements & Industry Changes
  • Certified Partner Programme: Skandia
  • Recent Press Articles
  • Did You Know? - Client Search Screens
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  • Professional Adviser Awards 2012
  • Professional Adviser Awards 2011
  • Professional Adviser Awards 2010
  • Tech Track 2010
  • Deloitte
  • Compliance First
  • Professional Adviser 2009
  • Tech Track 2009
  • three sixty
  • Professional Adviser Awards 2008
  • Hot 100
  • Simply Biz
  • Growth Business

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Third Floor, Drapers Court , Kingston Hall Road, Kingston upon Thames, Surrey KT12BQ. T: 0845 230 3800 E: info@intelliflo.com