Introducing intelliflo IQ: AI-powered advice for the future
intelliflo interacts, episode 6
Nick Eatock, CEO of intelliflo, and Alan Easter, Chief Commercial Officer of intelliflo
In this episode of intelliflo interacts, Nick Eatock joins Alan Easter to discuss the launch of intelliflo IQ, a suite of AI-powered and algorithmic apps, seamlessly embedded into intelliflo office, designed to streamline advice processes and enhance efficiency. The conversation covers what makes intelliflo IQ unique, how it supports advisers, how this tech can reduce firms’ cost-to-serve by up to 85%, and why it’s more than just another generic AI tool.
Key highlights from the vodcast:
- What is intelliflo IQ?
Learn how intelliflo IQ combines AI-powered tools with configurable advice workflows to manage the entire advice journey.
- Two core components:
- IQ Engagement Assistant: captures meeting notes and audio, ingests physical or digital documents and automatically updates client records, and prepares personalised client documents.
- IQ Advice Assistant: powered by an advanced algorithmic advice engine to identify material changes in your clients’ circumstances or goals. The intelligent advice assistant provides a financial health check for each client, allowing you to see how they are performing against their needs and goals.
- Why intelliflo IQ stands out:
Unlike mass-market AI tools, intelliflo IQ is tailored for financial advice, ensuring accuracy, compliance, and efficiency.
- Addressing concerns about AI:
Hear why AI is here to assist, not replace, advisers, and how it can help close the advice gap by lowering the cost to serve.
- Governance and control:
Explore the checks and balances built into intelliflo IQ to maintain compliance and keep advisers in control.
- Adoption and impact:
Early adopters share feedback on how intelliflo IQ is transforming advice processes and improving efficiency.
To discuss how intelliflo IQ can support your business, please schedule a demo with our team.
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