Intelliflo - Online adviser software

Client stories

Midland Independent
Financial Services Ltd

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Client profile

customer-stories_photo-kwSince 1994, Midland Independent Financial Services have been offering clients a continually focused and innovative service. Our small team of financial advisers offers advice and expertise on pensions, investments, mortgages and protection from our office in Cannock.

Our business has been built on hard work, recommendations and referrals and the belief that investing in the latest technology will help our business stay ahead of the field. As a result of investing in Simply Intelliflo Plus in 2009, we are now reaping the benefits.

We switched to Simply Intelliflo Plus from Quay software. We were battling to get the best out of our previous system as it was difficult to navigate around, not user friendly and far too complicated to use. We struggled to understand how the system fully worked and therefore felt it was not a cost effective solution. Also, we increasingly wanted to produce portfolio reports for our clients and our previous system was unable to do this.

As our business began to grow, we were finding more and more that our previous system was hindering us. We wanted a complete, front, middle and back office system that offers us simplicity as well as further efficiencies throughout the business. If we were to grow the business, we needed a system that we could rely on and have confidence in. The final factor in moving over to Simply Intelliflo Plus was the fact that the system provides us with roughly 90% of everything we required to support our business.

Simply Intelliflo Plus and compliance services taken through the SimplyBiz network provide us with the complete package we need to run our business. We get support and guidance when we need it and any problems we may experience are dealt with swiftly. As a result, we are making significant time savings across many key areas of business.

One of the most important advantages we have found since using Simply Intelliflo Plus is the improved service we can offer to our customers. We are now able to provide our clients with detailed reports on their investments and a much more streamlined, integrated and innovative service all round. In addition, we now find it much easier to store client information and to schedule client reviews, tasks and reminders for all areas of the client journey.

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The range of services offered by Simply Intelliflo Plus has enabled us to increase the efficiency of our business to the extent that we would now find our activities extremely laborious without it.

Business challenge

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Finding a back office system that was easy to use
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Ensuring the cost effectiveness of the business
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To cut down on time inefficiencies of our previous system

What iO delivered

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An efficient system that offers us simplicity
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A system that has the capacity to grow as our business grows
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The ability to provide a much more streamlined service to our customers

Read what some of our clients think