Review and service existing clients
Data is at the heart of the personalised experiences that customers increasingly expect from providers. Using intelliflo’s technology to make the best use of the data you hold will help you deliver more personalised client experiences, encouraging greater engagement and loyalty and supporting future business success.
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Intuitive, configurable dashboards
Say goodbye to downloading client data to Excel – our business intelligence tool provides you with a set of out-of-the-box dashboards that answer all of your key MI questions in one place.
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Intelligent document generation
Use one of our pre-prepared templates or start with a totally blank template and create the perfect document from scratch to support your review process and ongoing service.
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An engaging digital experience
Delivery of information and efficiently conducting regular reviews is further enhanced by using our client portal. You can keep track of which documents clients are engaging with, helping you prepare for future client conversations.
All your client data in one place
Our business intelligence tool provides you with a set of out-of-the-box dashboards that support you with a variety of key management information: from your clients, to your business, to sales performance, compliance, quality and regulatory reporting.
Easily accessible updates
intelliflo’s intuitive client portal enables your clients to review and self-serve their portfolio at the touch of a button, and receive updated daily valuations and statements via our seamless data feed integrations from multiple leading product providers. The client portal is a Progressive Web App, meaning your clients are always accessing the latest investment information and valuations.
Ongoing reviews
Boost engagement and maintain positive client relationships by delivering communications and regular reviews supported by the intelliflo client portal. This provides a way to communicate with a client securely, at a time of their choosing and in a format they are comfortable with, which can be helpful for clients who struggle to process information due to cognitive, emotional or other difficulties.
A short demo from our team
Enhance your client experience through our integrations
Safe and interactive two-way engagement
- Glia allows you to meet via video, text chat and audio. Discuss and share documents such as portfolio valuations in a secure environment.
- Automatically record all conversations, including files shared, providing you with a full and easily accessible audit trail of all client conversations and meetings.
- A modern way to engage with clients in a time-efficient, cost-effective and full compliant manner.