Glia

Glia is an internationally recognised and award-winning client servicing platform, that is fully integrated within intelliflo’s Personal Finance Portal. Glia’s digital customer service technology enables you to meet and interact with your clients, perform on-screen collaboration, and share documents in a safe and secure environment.

Glia’s key features and benefits

• Security: Glia is a completely secure and compliant solution with new regulations, storing all of your chat and audio logs, including files shared and discussed, directly within Intelligent Office.
• Flexibility: Whether you are in a prospecting meet, onboarding new clients or simply checking in with your existing clients, you can connect virtually in real time via web, mobile, or phone calls with communication choices from messaging to video chat.
• Control: You and your clients can screen share and co-browse directly, giving you the control and context over the online conversation just as you would have in-person.