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IntelliFlo’s Quarterly E-Zine - Online Quarterly Magazine

Following the first issue of our online magazine back in January 2009, client feedback has been extremely positive as we continue to produce these quarterly issues. Filled with useful information regarding Intelligent Office as well as current industry hot topics, we continue to update you with our new enhanced solution, report on current regulatory issues and general developments within the industry.

To contribute to these publications, please contact the Marketing Team at: marketing@intelliflo.com or call us on 0845 230 3800

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Issue 12 - September 2011 (PDF Version)
		Inside this issue: 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

	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
Issue 11 (PDF)

	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		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
Issue 09 (PDF)		Issue 10 (PDF)

	Welcome – Emily Chapman Provider Strategy Meeting Follow us on Twitter Time to Embrace the Latest Technology Case Study: Essential Money Mortgage Update Did You Know? – Lifecycle Designer Staff Profile – Edmund Young		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 Staff Profile: Elsa Clarke
Issue 07 (PDF)		Issue 08 (PDF)
	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		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 Staff Profile – Trish Payne
Issue 05 (PDF)		Issue 06 (PDF)
	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		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
Issue 03 (PDF)		Issue 04 (PDF)
	Welcome – Nick Eatock Treating Customers Fairly RDR Enhancements & Industry Changes Certified Partner Programme: Skandia Recent Press Articles Did You Know? - Client Search Screens Staff Profile – Nick Eatock		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
Issue 01 (PDF)		Issue 02 (PDF)