News: intelliflo streamlines client engagement with new direct messaging features

Sydney, 23 April 2026: intelliflo, the global cloud-based technology solution for financial advisers, has introduced a suite of new communication enhancements designed to help advisers engage clients more effectively, streamline interactions, and capture responses quickly and securely.

The update includes the launch of QuickSMS in the intelliflo app store, alongside new response-enabled secure messaging functionality within intelliflo office, enabling advisers to communicate with clients across multiple channels and receive timely, trackable feedback.

As advisers continue to balance growing client expectations with increasing compliance and administrative requirements, the latest enhancements are designed to simplify how practices connect with their clients – reducing friction and improving the overall advice experience.

Pria Hussain, manager of customer success at intelliflo Australia, said the updates reflect a growing focus on making client engagement more seamless, responsive and embedded within adviser workflows.

“Client engagement is at the heart of every advice relationship, but too often, it’s slowed down by fragmented communication and manual follow-ups,” she said.

Pria Hussain

Manager of customer success, intelliflo Australia

“These enhancements are about removing that friction – giving advisers simple, effective ways to connect with clients, capture responses and keep advice moving, all within the systems they already use.”

Making client communication more dynamic and actionable

The new secure messaging functionality allows advisers to embed response templates directly into messages sent via the intelliflo client portal, enabling clients to respond to preconfigured questions quickly and securely.

This allows advisers to capture key client interactions in real time, including acknowledging and accepting meeting notes, confirming receipt of documentation such as Financial Services Guides (FSGs), accepting or rejecting recommendations, and managing communication preferences.

By structuring responses within the platform, advisers can reduce back-and-forth communication, improve record-keeping, and ensure important client decisions are clearly documented.

Getting a response from clients just got a whole lot easier,” Hussain said.

“Whether it’s confirming advice, acknowledging documents or capturing preferences, advisers can now prompt and receive structured responses directly through the client portal – even from a mobile device. It’s a faster, more secure way to keep clients engaged and informed throughout the advice journey.”

Expanding communication channels with QuickSMS

Complementing the secure messaging enhancements, the addition of QuickSMS to the intelliflo app store provides advisers with another direct and immediate way to connect with clients.

The integration enables practices to send SMS communications as part of their broader engagement strategy, helping ensure timely updates, reminders and prompts reach clients through their preferred channels.

Together, these updates reinforce intelliflo’s commitment to delivering practical, client-led innovation that improves both adviser efficiency and the client experience.