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Welcome

Change the Game is Intelliflo's flagship conference which is hosted annually in Manchester and London and aims to promote healthy discussion within the industry about the latest trends and developments.

The conference is free to attend, attracts CPD minutes and offers an unrivaled opportunity to network with industry peers and representatives from the Intelliflo team. It's easy to sign up too, just click the register button.

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This is for you

Whether you are an adviser, business owner, compliance officer, paraplanner or an administrator, there is something for everyone. During the day, you will gain practical guidance for your immediate challenges today, as well as insights into how to deliver a leaner and more efficient business in the future.

We bring together some of the greatest minds in the financial advice space to examine the state and future of our industry.

Our sponsors
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Key stats from 2019
Green Hexagon
1264
Delegates
Red Hexagon
91%
Rated agenda excellent or good
Purple Hexagon
980
Firms
Orange Hexagon
84%
Highly recommended CTG
Yellow Hexagon
3735
Cups of coffee drunk
Conference agenda

Key

Main auditorium
Breakout 1
Breakout 2
Breakout 3
Breakout 4
Demo Zone
8:30 - 9:15
Conference opens & refreshments
9:15 - 10:30
Keynote session
Guest speaker, Nick Eatock & the Intelligent Office awards
10:30 - 10:50
Morning break
Refreshments and exhibition time
10:50 - 11:20
Quick wins with valuations
This session will tell you all you need to know when it comes to setting up valuations and the benefits of doing so. Follow the few quick steps outlined in the session and watch your eAdviser score head in the right direction.
Getting ready for PFP
An overview of how the client portal can help your business, the client benefits as well as the business benefits. The session will move onto what advice firms need to do to get ready to use PFP, some practical tips and outline the guidance and support available to help firms at every step of the way.
Taking your business to the next level
It's becoming increasing difficult to offer a decent cost-effectively service proposition without outsourcing large parts of the advice process to third parties, realistically diluting the client relationship. This session will show how the integrated Model Portfolio Service is delivering stellar results to a number of firms who have moved some segments of their client bank onto this proposition.
Advanced Document Designer - variables
This session is for those that have mastered basic Document Designer and want to further increase productivity and professionalism with their business documentation. We'll show you how to produce more complex documents such as suitability and portfolio reports and share our cheat sheet of coding.
10 minute technology demos
Details to follow...
11.30 - 11.45
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
10 minute technology demos
Details to follow...
11:55 - 12:25
Getting to grips with income
Tired of manually going over bank statements trying to match the fees to client plans and advisers? This session will show you how to let technology do the heavy lifting. The session will also look at how this functionality can take hours off your RMAR reporting.
What is the iO Store™?
Details to follow...
How profitable are you really?
What is your cost to serve and how should firms charge for their services? This session will highlight the four main elements you need to consider and the importance of getting this right. If you don't, then the road ahead could be a rocky one.
Intelligent Office roadmap
Details to follow...
10 minute technology demo
Details to follow...
12:25 - 13:15
Lunch
Lunch and time to visit our exhibitors
13:15 - 13:45
How to get that repeatable, robust process into your business
This session will look at tasks and workflows - what they are and when, where and how you should use them. This session will demonstrate how these elements work across all businesses and processes, make you more time-efficient while ensuring a better service to your clients.
Best practice mortgage advice flow
What your paperless mortgage process should look like. We'll take you through the whole process and show you the benefits, time and costs savings to be made along the whole journey, from setting up a client record to quote sourcing, recommendations and submitting to the provider.
Time/cost efficiencies - the art of the possible
The advice flow - how to get the advice journey working for you. Including why you should be following this path and the benefits it provides to adviser firms - from simple benefits such as no more rekeying to richer MI reporting.
What's new on the developer platform
Details to follow...
10 minute technology demos
Details to follow...
13:55 - 14:05
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
Partner session
Details to follow...
10 minute technology demos
Details to follow...
14:15 - 14:45
Getting the most out of your data
Details to follow...
Basic Document Designer
This session is for anyone who puts together simple letters, reports and other client correspondence. We will show you how our Document Designer plugin will revolutionise this part of your business, save you significant amounts of time and ensure accuracy in all client correspondence - a key requirement of the regulator.
Expand your MI reporting
Data is incredibly important to any business. However, the key is knowing what data to look at and how to analyse it. This session will show you some of the more complex reports and how to manipulate them to give you a 360 view of your business.
Confx - what is it and how it works
Details to follow...
10 minute technology demos
Details to follow...
14.45 - 15.00
Afternoon break
Refreshments and exhibition time
15:00 - 16:00
Keynote session
Compliance panel & guest speaker, Andrew Neil
16:00 - 17:00
Networking and drinks
Drinks on the Intelliflo stand
Agenda is subject to change...
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Conference speakers
Keynote speakers
Andrew Neil
Publisher, writer, businessman and broadcaster
A respected, versatile broadcaster and opinion leader, Andrew is at the forefront of international media, business and political commentary. He’s fronted coverage of politics at home and abroad on Sunday Politics, BBC Parliament’s Politics Europe and Daily Politics, and brought a dry wit and incisive take on politics and politicians on This Week. Andrew has reported for programmes as diverse as Tomorrow’s World and Radio 4’s Today programme, was a member of the International Advisory Board of Al Jazeera and Publisher of The Scotsman Group of newspapers for 10 years.
Nick Eatock
CEO and executive chairman
Nick founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses. Having worked for 30+ years in IT and 20+ years in financial services, Nick brings an extremely comprehensive blend of experience and knowledge to Intelliflo which has ensured that the business has remained at the forefront of technological and business innovation in the sector.
More to come...
More speakers are planned, so watch this space.
Seminar speakers - details to follow
Details to follow...
What our delegates say...
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Venues
Business Design Centre

52 Upper St
N1 0QH

Event calendar

Manchester Central Convention Complex

Windmill St
M2 3GX

Event calendar