Of all the environments that Intelligent Office is used in the most stringent with regard to compliance, workflow, stability, scalability and functionality are our bank and building society clients. In winning the likes of National Australia Bank and the Principality Building Society we were subject to extremely intensive review and due diligence processes.

"Before choosing Intelligent Office, we conducted an intense review of 20 solutions in the marketplace. Intelligent Office proved to be the only solution that offered such a wide range of functionality together with the scale and robustness required for a large organization. The solution is easy-to-use, highly configurable and cost-effective - it will allow National Australia Bank to be one of the leading distributors in the market."

Mike Clifford, Programme Director at National Australia Bank

What does our solution offer to you?

Only Truly Scalable Solution - No other product in the marketplace can demonstrate the live ability to scale as far as your organisation requires. Clearly your chosen solution should be able to demonstrate current clients with concurrent user bases of at least 3 times your intended growth on one database - if it cannot, it will fail. Simply having a database like SQL Server at the backend does not demonstrate scale. We will provide you with a written guarantee to support thousands of users off one instance of the software giving you real-time results - will your alternative supplier provide a similar guarantee?

Fastest Evolving Product - Over the last 12 months we have released 800 enhancements to the product. None of the enhancements have required our users to download or install any items and we manage the single instance of the system for all our users. This is also true of fixes which can be instantly deployed for all our users rather than trying to manage thousands of individual sites. This ability to change and react quickly is entirely due to Intelligent Office's system architecture and validates Forrester's research which strongly advocates that Finance firms should choose Net Native software - see 'Buying Net Finance Apps'. This will be a critical component enabling Banks & Building Societies to successfully evolve and react to market change over the next 3-5 years.

Lowest Infrastructure Cost - Intelligent Office simply requires a browser. All of our competitors require additional server hardware, server software or maintenance costs. Intelligent Office therefore substantially reduces your costs. Independent research from Gartner suggests that a Net Native product is 600% cheaper than a conventional desktop or client server product. This is an essential component if organisations are to successfully roll their solution out to multiple advisers across multiple channels and locations.

Full Remote Access - No other system provides access worldwide to the system capabilities as standard through the public Internet. All data is securely protected via 128 bit Verisign encryption which is an industry standard as used by Financial Service companies worldwide.

Only Fully Automated Commissions System - No other system provides fully automated commission matching and payment calculation. Intelligent Office matches up to 98% of revenue automatically. It also provides integrated EDI feeds from providers at no extra cost. The average ratio of commission staff to advisers in the industry is 1:12 (source: FTRC). Intelligent Office has improved this ratio to 1:233. Based on these industry statistics, for an organisation of, say 450 advisers, we calculate that this should save in the region of £875,000 per annum (Based on £25,000 salary per commissions administrator) or £1,944 per adviser.

Only Integrated Workflow for New Business - No other system has true workflow integrated with the new business process. This means that from Day 1 all of your advisers will compliantly follow the processes you put in place. Other systems provide simple task management which cannot be expected to achieve the same levels of bottom-line efficiencies as Intelligent Office's production workflow engine.

Reliable Management Information - No other system provides a single central database for both internal and external advisers from different IFA firms. Intelligent Office gives you management information that is up-to-the-minute and fundamentally sound rather than fractured, inaccurate and out-of-date.

Only Risk-Based File Checking - No other system provides real-time risk-based file checking down to a product level for both pre- and post- business submission which could be optionally accessed by the FSA. The average ratio of compliance staff to advisers in the industry is 1:8. Intelligent Office has improved this ratio to 1:25, potentially saving an organisation £1,114,000 per annum (Based on £30,000 salary per compliance personnel), or £2,475 per adviser. Further cost savings can be made as Intelligent Office has already enabled our clients to reduce their PI costs. This will save you an estimated 0.5% on PI resulting in a saving of £168,750 per annum (Based on £75,000 adviser per capitas), or £375 per adviser.

Service Level Agreement (SLA) - Intelligent Office offers a comprehensive SLA as standard to all our customers - none of our competitors do. This is because our entire business model, architecture and support are oriented around our best-of-breed centralised service without diversion of additional resource. There have been no payment claims made under this SLA.

Support - Intelligent Office is delivered via a single code stream and a single set of hardware and software infrastructure with immediate support and instant fixes. Our competitors all have multiple code versions on multiple sets of hardware and software with delayed fixes and therefore fractured support.

The core reasons above combined with the ease of use and functionality make Intelligent Office a winning combination.

A summary of some of the functionality is below :

• Case Tracking and Workflow
• Commission, Client & Proc Fee Tracking
• Opportunity Management
• Multi-Tie Configuration
• Lead Management
• Document Management
• Zero Hardware Required
• Multiple Branch Access As Standard

Download: Commission Automation
Compliance Automation

Download: Client Needs Analysis
Task Management Between Colleagues Regardless of Office
Location All Recorded Against Plans
Management Information & Reports, including KPI’s