Intelliflo Logo - Homepage
Intelligent Technology for Financial Advisers
 
Home   |   Intelligent Office   |   Training
  Welcome
  Latest update
  Client types
  Data migration
  Training
  Support
  Our partners
  View demos
  Case studies
  View screenshots
  Useful downloads
  Client login
 
Training to achieve
 

We believe that our solution should be easy to use and navigate around and therefore you require less training in order to use our system effectively. As a Net Native solution you will benefit from an architecture which at its core is easy to use and understand. After all you do not get training to use Amazon, Internet Banking or other internet sites, you simply use them.

Design from the ground up adheres to our ease of use principles reducing training time whilst ensuring your organisation gets the very best from the system.

All systems require some training however our philosophy is that training should not be a profit centre and we would urge anyone looking at systems to compare the training time needed and the associated costs.

We deliver simply two forms of training to our customers:

Remote Training

Web-based remote training for between 1 and 2 hours has proved to be the most efficient and popular form of training we offer. This has cut the cost of training down by over 80% and it works.
Why is this so efficient?

We arrange a mutually convenient time to call using a live version of Intelligent Office over the internet. We guide you through your chosen topic and as it is in real-time, it can even be tailored to your needs.

In short you benefit from:

  • Minimal interruption to your business
  • No additional time required traveling to the venue
  • No additional cost in the form of traveling

During the training you will be guided to our on-line help files or a guide will be issued to you so you always have a back up to your knowledge.

 

Private Training

These days allow you to have the face to face contact that most people prefer and you will often benefit more from the interaction with one of our trainers. These days also allow us to have in-depth training on either one of our standard course agenda’s or you may wish to have a completely bespoke agenda all of your own.

These courses can be undertaken at our offices in Kingston-upon-Thames where we have the facilities to make your learning experience interactive and easy, or at your own office or venue of your choosing. We conduct our training between 10am – 4pm allowing us plenty of time to cover many parts of the system without tying your staff up all day in a training session.

Training the trainer is also very effective. Having a member of staff or dedicated training person to train other members of your organisation is cost effective and flexible and has proved popular with both medium and larger organisation.

The Range of Courses

Our system, like others, requires some initial training in order to use it efficiently. Unlike our competitors you can be up and running after just 2 hours of on-line training enforcing our principal of ease of use. We insist that all our customers take one of our “Getting Started” courses. This introduction allows you to use the functionality of the system and identifies which areas you will use and indeed any areas you may require more training on.

We do of course offer a range of courses to suit various parts of the system and indeed the opportunity to construct your own agenda’s with a bespoke training session. Details of our courses are given below:

Training courses Training courses Training courses
Intelligent Office Introduction - on line 2 hours
General overview including Logging In, Searches, Clients, Plans and Fact Finds.
Getting Started - day 10am – 4pm As above but in depth and including Basic Letter Writing, Document Management, Reporting, Research Tools and Tasks.
Commissions & Fees –on line 2 hours Processing and Matching Commissions Manually and with EDI Statements. Cash Processing and Month Ends.
Compliance – on line 1 hour Set up, File Checking, T&C, KPI’s and File Sign Off.
Configurable Functionality (in conjunction with checklist, excluding Compliance, Author and designing Life Cycles) – on line 2 hours System and User set up, Tailored Configurations, Security Settings, Event List, Task Set up and Portals.
Leads and Research – on line 1 hour Opportunities & Leads, Research Tools and Sales Tab.
Author – on line 2 hours Templates and Paragraphs, Headers & Footers, Suitability Letters and Letter Styles.
Bespoke - on line Charged per hour A tailored on line agenda agreed in advance with our training manager covering those areas of interest to you.
Bespoke - Day 10am – 4pm A day agenda agreed in advance with our training manager covering those areas of interest to you.
Life Cycle Configuration and Consultancy Day 10am – 4pm Site visit to go over your requirements for the life cycle design and to set up life cycles within your intelligent office system.

Costs

We like to keep things simple so there is a uniform charging structure applied to all of our training ensuring that no matter what the course content is the costs are easy to calculate.
All on-line courses are charged at £100 per hour plus Vat. That is it, no other costs or charges, you are just billed for the time on-line.

All day courses are charged at £750 per day plus Vat. Disbursements are only charged if we travel to your offices and are calculated at 35p per mile (from the trainers home location and back), and if flights or hotel accommodation are required these will be charged accordingly. Naturally we will endeavor to keep these costs as low as possible.

Free training

As part of your implementation you will be allocated an amount of free training hours. These can be taken as remote web training sessions or you may wish to “Trade them in” against the cost of a full days training allow you to off-set and reduce the cost. For example if you receive 2 hours free training this is the equivalent of 2 hours on-line training (£200 excluding vat). You could either opt for our “Intelligent Office introduction - on line” course, which lasts 2 hours, or you could take our “Getting Started – day” and reduce the cost of the day by £200 (excluding vat).

Cancellation policy

We hope that you do not have to cancel training however as our diaries are constantly in demand, it is important that you let us know if you need to cancel training as soon as possible. Our cancellation policy is 50% of the cost of the training if cancelled within 5 working days, 100% of the cost of the training if cancelled within 2 working days. Please contact us before the training session if you have any problems, giving us as much notice as possible.

Contact us

To ensure you get the most from your system we have a dedicated training manager who will be able to talk you through in detail all the options, courses and the best delivery methods to ensure you get the most from your training.

Any queries please either mail us at training@intelliflo.com or call us on 0845 2303700 and ask to speak to the training department.