Customer testimonial | Jacksons Wealth
Boosting efficiency with intelliflo office
Jacksons Wealth has been an intelliflo customer for over 15 years. In 2021 Pete Matthew, CEO of Jacksons Wealth, found out that they were only using a portion of all the functionalities that intelliflo office had to offer. After a thorough assessment of the multiple systems and processes they had in place, Pete and his team made the decision to become a full adopter of intelliflo office which, in addition to enabling better service for their clients, also helped them reduce their working week to four days.
Listen to Pete’s full story as he goes through his company’s goals, the process they followed to become a full adopter of intelliflo office, and the huge benefits they have seen so far.
Who is Jacksons?
Based in Penzance, Jacksons was established a century ago and has been a trusted name in Cornwall ever since. Their team is committed to servicing their clients as well as they can to help them reach their goals and dreams. They help them navigate the personal finance system as optimally as possible for their unique circumstances. Find out more on Jacksons’ website.
To hear directly from Pete Matthew’s financial advice, check his YouTube channel and podcast available on Meaningful Money.