View the presentations, videos and other relevant content from our four conference breakout sessions covering GDPR and cyber security, open APIs, making the most of your big data, and becoming an e-Adviser.
Client Portal Success Manager
Are you maximising the opportunities the digital revolution offers? Are you both meeting the demands of your current, increasingly tech-savvy clients AS WELL AS growing your business by attracting the clients of the future? How easy is it to have your own automated advice offering? Listen to the experience of an advice firm which has recently implemented an automated advice model alongside their face to face advice service. Simon will talk through Prosperity’s experience of marketing and launching the new service to both existing and new clients.
Working hand-in-hand with Intelligent Office (iO), the new, improved Personal Finance Portal (PFP) gives you and your clients an invaluable tool on which to view financial information and interact via a secure, online 'hub' anywhere and on any device.
PFP’s automated advice option means that you can provide a light-touch, self-service option for clients who want to buy basic investment products online
DigitalWealthInsights is an independent service that researches and offers insights into providers of digital wealth management services both in the UK and globally. As part of this, they have analysed Intelliflo’s automated advice proposition and attributed a 4 heart rating. You can read their full research findings free of charge, subject to registration.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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