News: intelliflo integrates with FAYBL to deliver first General AI agent on office platform

intelliflo, the global cloud-based technology solution for financial advisers, has today announced an integration with Australia-founded FAYBL, enabling intelliflo office users to apply AI across the client journey to improve efficiency and increase client-facing time.

The integration of FAYBL into intelliflo office represents the first time an end-to-end, General AI solution is available through the intelliflo interface. This follows the findings of intelliflo’s Advice, Evolved whitepaper, which highlighted how AI can be a change-maker for practices looking to boost productivity, save costs and get advisers focused on clients, not compliance and administration.

Forward-thinking practices are already embracing the technology but now, FAYBL’s integration will enable advisers to access a game-changing General AI tool in the software interface they are familiar with. Unlike other AI integrations, FAYBL’s General AI attaches itself to email and CRM systems to complete workflows end-to-end, meaning it can execute complicated tasks with adviser approval. Importantly, it does not use client data for training purposes.

Pria Hussain, manager of customer success at intelliflo Australia, said the integration reflects practices’ growing appetite for intelligent tools that streamline the advice process.

“We know advisers are looking for technology that takes meaningful work off their plate, not just surface-level automation. Bringing FAYBL’s General AI into intelliflo office gives users an end-to-end solution that can execute real workflows, reduce administrative load and free advisers to focus on clients. It’s a practical, powerful enhancement to the systems they already use every day,” she said.

“We’ve made a commitment to our customers to keep delivering updates and integrations to save them time and money, while improving the client experience – our integration with FAYBL can deliver on all three.”

Pria Hussain

Manager of customer success, intelliflo Australia

Steven Goh, co-founder and executive director at FAYBL, said the AI offering has the potential to change how intelliflo office users approach the advice process.

“As opposed to task-specific AI solutions, which can automate one thing well, FAYBL’s General AI supports advisers across the client journey, responding to real world events including industry news, client interactions and practice intelligence without being prompted. Ultimately, advisers get into the industry because they want to help clients and build strategies – FAYBL gets them back to what they are passionate about,” he said.

Steven Goh

Co-founder and executive director, FAYBL

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes. It streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

FAYBL was founded by former Raiz founder and Group CEO Geoge Lucas, and Steven Goh, who founded Sanford Securities, Australia’s first online stockbroking business. FAYBL is a General AI solution that works across the adviser journey, ingesting client documents, meeting transcripts, licensees business rules, compliance checklists and more to produce comprehensive client strategies, compliance adherence and SOAs.