intelliflo innovate 2025

10 June 2025
9am-6pm
Convene Sancroft, St. Paul’s
Paternoster Square, London

That’s a wrap on intelliflo innovate 2025!

On 10 June 2025, nearly 1,000 advisers, innovators, and industry leaders gathered at the stunning Convene Sancroft, St Paul’s, London for our biggest and boldest intelliflo innovate yet. The energy was electric as we unveiled the future of financial advice through a day packed with insight, inspiration, and innovation.

With 54 expert speakers, 26 forward-thinking exhibitors, and a dynamic agenda, the event was a celebration of progress and possibility. Our CEO, Nick Eatock, took to the stage to reveal 11 major product innovations including intelliflo zerokey, Flo, and intelliflo IQ all designed to help firms work smarter and deliver even greater value to clients.

2025 agenda highlights

This year’s agenda was all about transformation. Across four breakout rooms, attendees explored the latest in automation, AI, and digital strategy. Sessions spotlighted how our newest innovations zerokey, Flo, and IQ are reshaping the way advice firms operate and engage with clients.

From hands-on product demos to thought-provoking sponsor sessions, every moment was designed to equip advisers with the tools and ideas to thrive in a rapidly evolving landscape.

👉 Explore the full 2025 agenda

Inspiring voices

We were honoured to welcome Claire Williams OBE, who captivated the audience with her powerful reflections on leadership, innovation, and resilience from her time at the helm of Williams Racing to her advocacy for spinal injury support.

Our charismatic host, Lucy Hedges, brought energy and flair to the day, guiding us through a packed programme with style. Alongside them, more than 50 speakers including intelliflo experts, industry leaders, and our own customers shared real-world insights and fresh perspectives that sparked meaningful conversations throughout the day.

👉 Discover more about our speakers

intelliflo awards

The intelliflo awards shine a spotlight on the firms and individuals using intelliflo tech in smart, impactful ways. Thee winners are leading the way in innovation, efficiency, and great client service.

Best use of intelliflo office; making the complex simple
Berry & Oak
Best use of intelliflo office; helping you grow
One Four Nine Group
intelliflo connect community champion
Karen Dickinson, True Wealth Group
Best intelliflo store app; open and integrated
Docusign
Best use of intelliflo office; intelligence in action
Myers Davison Ginger

Relive the magic of intelliflo innovate 2025

Thank you to our intelliflo innovate 2025 partners

We couldn’t run the event without the support of our wonderful partners, thank you!

Platinum partner

Clever Investment Management is a pioneer in the development of scientifically approved and technology driven fund selection and portfolio management services for UK Financial Planners and their clients.

Whether you manage your client portfolios in-house, or outsourced via an MPS, we have solutions to drive your CIP.

Learn more about Clever