Coronavirus Support from Intelliflo

Coronavirus support

Support and guidance to help you navigate through the coronavirus outbreak.

Keeping you connected

As a result of the coronavirus you will have found the usual ways of interacting with your clients has changed, but the need to support and communicate with them is just as important.

These materials are designed to guide you on how to stay connected with your clients and continue delivering valuable financial advice during these difficult times.

COVID-19 Impact poll

corona_survey

Connecting with clients

Connecting With Clients

Maximise client engagement

Maximise Client Engagement - PFP

Meet clients remotely

Meet Clients Remotely - Glia

Electronic client signatures

Electronic Client Signatures - DocuSign

Expand your brands reach

Expand Your Brands Reach - Document Designer

Extend business capabilities

Extend Business Capabilities - iO Store

Webinar: Technology integration

Working Remotely

Lockdown working tips

Lockdown Working Tips

Mindfulness matters

Mindfulness Matters

Support on hand

Support on Hand

Importance of working together

Importance of Working Together