Intelliflo capture almost 3 billion clicks in our Intelligent Office (iO) software and based upon usage studies of the technology we can conclude that proper use of technology throughout all aspects of the advice process can bring about fundamental business results for firms. Below we have put together a suite of content which explains what the eAdviser Index is, how the scores are generated and shows how firms can fundamentally impact the time, revenue and profit they can generate by using iO.
The Intelliflo eAdviser Index offers UK financial advice firms tangible insight into their adoption of technology and how this can boost their revenue. The paper explains how the scores are calculated and offers insights into how the UK advice industry is performing in relation to its adoption of technology.
Read Ian McKenna’s article written for Corporate Adviser magazine earlier this year asking ‘Which kind of adviser are you?’ In the article, he reviews the Intelliflo eAdviser Index and suggests the study provides a valuable business case for more investment in technology and the benefits it can bring to the advice process.
Our white paper, with input from Standards International, Circadian and Jigsaw Tree, explores how all firms can offer 3D advice with attention on defining your business processes, digitising your practice and data management in order to grow your client bank and increase the revenue that you generate.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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