intelliflo CRM: know your clients inside out
Our CRM functionality gives you unparalleled visibility of your clients’ service level and requirements at any given moment. Dashboard widgets allow personal client data to be visualised, ensuring you interact with them in a way that matches their specific and unique needs. This can be anything from general information to more critical flags presented as banners.
Support your client on their advice journey
You can capture client data via the fact find area, and clients can also access this via the profile area within their client portal. Completion of the fact find will allow you to identify and record client needs. The standard comprehensive fact find can be configured to include your own bespoke questions if required
Plan valuations are pulled into our solution automatically from providers on a daily basis, including underlying fund values.
Further CRM functionality that’s available to you
Comprehensive visual Business Intelligence (BI) suite
This allows you to identify segments of clients who may need timely support, for instance exiting a specific fund.
Document Designer
An authoring tool that lets you create standard templates, reports and documents. These can contain data merged from intelliflo office, while still offering the flexibility and ease of a Word document. Merge fields can be pulled from intelliflo office including fact find, policy or service case information.
Document management
A robust document management system that keeps all your client communications in order, and can be shared both ways via the client portal.
Task management system
Ensures you don’t miss important dates or actions for your client.
Client vulnerability
Vulnerabilities can be recorded and will be flagged to you.