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Account Management

A key part of our client service is the Account Management Team. The team bring a wealth of experience both of Intelligent Office and the Financial Services sector with backgrounds working for IFAs, providers and competitors which enables them to truly understand the end users requirements and ensure they are receiving the most out of Intelligent Office. Each client has a designated Account Manager, who is the primary business contact for the client. We take pride in offering a personal first class service to all clients. As a team we have a strong work ethic and truly believe this is reflected in our overall customer service proposition.

Establishing and maintaining a strong client relationship through regular close contact, the Account Management Team can identify clients’ needs, offer advice and provide bespoke solutions. The Account Management team send out monthly tips on an area of Intelligent Office functionality which have been well received, as well as communications on new enhancements after each release and other industry news and proposed plans for Intelligent Office.

As well as these regular communications, Regional Users Groups were launched in 2009 and are run around the UK by the Account Management team every few months. These have proven to be very successful and have enabled our users to get together to share their ideas, thoughts and best practices.

The Account Management team are there to ensure that our clients’ optimise their usage of Intelligent Office to support their growing businesses.

“IntelliFlo also offer service level agreements and provide excellent on-going support services, such as regular face to face meetings with our assigned Account Manager. Our dedicated Account Manager ensures that we obtain the most from the system and we are also notified when new enhancements to the system are added."

Click here for case study of Lloyd & Whyte

“To add to the functional benefits of Intelligent Office, there are also the continual benefits and services offered by IntelliFlo. Since the implementation, we have been allocated an Account Manager who is supportive, intelligent, charming and had working. She alone is a good enough reason to have migrated our systems and gone through months of the intense pain associated with doing so."

Click here for case study of Invest Southwest

Account Management

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