intelliflo interacts, episode #4 | Advising for tomorrow: innovation in action with intelliflo

Oli Sussat, CTO, Harding Financial, and Cathy Davies, Senior Customer Success Manager, intelliflo

In this episode, Harding Financial’s CTO Oli Sussat joins Cathy Davies, Customer Success Manager of intelliflo, to explore how technology is transforming the future of financial advice.

From inspiring the next generation through gamified education to streamlining operations with intelliflo’s latest innovations, Oli shares how Harding Financial is staying ahead of the curve. Together, they discuss:

  • the challenges of intergenerational wealth
  • the impact of eAdviser scores on system performance
  • how tools like wealthlink and zerokey integrations are helping firms reduce risk, increase efficiency, and deliver advice with a human touch

Tackling intergenerational wealth with innovation

intelliflo interact – ep 4 part 1

In this first part of the vodcast, Cathy and Oli explore how advisers are rising to the challenge of intergenerational wealth, supporting families in planning, protecting, and passing on their assets to build lasting financial legacies. Oli shares how Harding Financial is embracing innovation to meet the evolving needs of both today’s clients and the next generation. From gamified financial education to forward-thinking careers events, and with the backing of Intelliflo’s cutting-edge technology, the firm is staying ahead of the curve to serve tomorrow’s clients today.

Tech that transforms: reimagining advice with intelliflo

intelliflo interacts – ep 4 part 2

In the second part of the vodcast, Oli reflects on how technology is reshaping the way Harding FInancial operates, from the tools they use to the structure of their team. He shares how innovations like intelliflo office, are helping smaller firms like them increase efficiency, reduce onboarding barriers, and expand their reach, all while preserving the human touch that defines great financial advice. Oli also offers practical tips for firms looking to get more out of their tech stack and encourages revisiting system features that may have evolved since onboarding.

Elevating advice: the power of eAdviser scores

intelliflo interacts – ep 4 part 3

In this third part of the vodcast, Cathy and Oli dive into the power of data-driven insights and gamification in financial advice. Oli shares how intelliflo’s eAdviser scores are helping Harding Financial monitor system usage, spot training needs, and ultimately improve client outcomes. From tracking organisational health to inspiring teams to level up their performance, these scores are becoming a vital part of day-to-day operations. Oli also highlights how gamification is extending beyond internal metrics into client-facing tools, bringing engagement, clarity, and a human touch to digital advice.

Efficient execution: how wealthlink and zerokey are changing the game

intelliflo interacts – ep 4 part 4

In his final part, Oli explores how intelliflo’s latest innovations, like wealthlink and zerokey integrations, are helping firms like Harding Financial streamline operations and reduce risk. Oli shares how these tools are enabling faster, safer trade execution, minimising manual input, and enhancing overall efficiency.

This episode was filmed at our annual conference intelliflo innovate on Tuesday 10 June 2025. To learn more about Harding Financial, please visit their website.