Delivering ongoing client value
Clients expect the full attention of their financial advisers. intelliflo’s technology can help you provide it.
intelliflo helps you meet client demands
Clients are looking for strategies that will help them grow and manage their wealth, while providing income for their current and future needs. intelliflo office can support you in delivering ongoing client value by providing a holistic understanding of their financial situations and long-term goals.
personal finance portal (PFP)
Clients want an adviser who is proactive and responsive, who communicates with them regularly about progress and important changes or opportunities. All of this can be achieved using our secure client portal – the personal finance portal (PFP).
- Demonstrate to your clients that you understand their unique situation
- Provide personalised recommendations tailored to their needs and goals
Intelligent document generation
Document Designer helps you personalise the client journey.
In the Document Designer area of intelliflo office, you can generate documents and create templates. It’s a toolkit of vital items that allows you to customise your own personalised material.
Why this could benefit you
Use one of our pre-prepared templates or start with a totally blank template and create the perfect document from scratch, from a client letter to your own version of the fact find.
You can add your own branding, images, text and signatures. You choose what to include and where you pull data from.
Once your template is generated, you’ll spend less time adding information into your document, generating efficiencies and giving you more opportunities to work on building the client relationship.
Document management with added peace of mind
intelliflo makes storing your documents and data in the cloud simple, safe and secure. Through intelliflo office, you’ll have access to our scalable and reliable storage infrastructure, meaning you’ll never have to back up files to your desktop or laptop again.
The benefits of document management in intelliflo office
Our document management lets you access your data and documents anywhere, and attach them to client and product records. It includes complete enterprise-grade security including full encryption, with document backup in case of disaster recovery. It’s resilient to failure and events impacting the entire datacentre, with no need for support and maintenance.
Low latency and high performance
Durability of 99.99% of documents
Designed for 99.99% annual availability
Full document history for every document stored
Compliant with national data sovereignty laws
Your data remains your property
Streamline your business using workflows
Workflows in intelliflo office are a configurable pre-set sequence of tasks that can be applied against a client, lead, product, or service case. Each workflow is linear, and can contain as many tasks as you need.
Why this could benefit you
We’ve created some best practice workflows you can use to manage your financial advice processes. Automation and triggers can be set so that tasks will pop up at the right time in your process. Examples of powerful workflows you might use include:
- New client engagement
- New business
- Client review process
- Ad hoc advice
- Implementation of financial changes
- Not proceeding
- Offboarding
- Deceased
Business intelligence – all your client data in one place
Say goodbye to downloading client data to Excel. Our business intelligence tool provides you with a set of out-of-the-box dashboards that answer all of your key MI questions in one place.
These dashboards support you in the following areas:
Managing your clients
Managing your business
Managing your system
Monitoring compliance and quality assurance
Monitoring sales performance
Supporting your regulatory reporting