intelliflo interacts, episode #1 | intelliflo's innovations

Nick Eatock, CEO at intelliflo and Lucy Hedges, Journalist and Broadcaster

Fresh from the main stage at intelliflo innovate 2025, CEO Nick Eatock joins tech journalist Lucy Hedges for an exclusive sit-down to discuss intelliflo’s latest innovations and strategic direction.

In this premiere episode of intelliflo interacts, Nick shares his vision for the future of financial technology and reveals how intelliflo is pushing the boundaries of advice tech. From smarter workflows to enhanced client experiences, he introduces 11 new and upgraded features, each designed to solve real-world challenges and empower advisers to do more.

Collaboration and innovation

intelliflo’s innovations – ep 1, part 1

In this first part, Nick and Lucy discuss the importance of collaboration and innovation, and why these values are central to intelliflo’s vision for the future.

intelliflo IQ and intelliflo video

episode 1, part 2

In this second part, Nick and Lucy explore the role of AI, introducing intelliflo IQ, intelliflo’s intelligent AI assistant, which is set to transform the advice journey.

The conversation wraps up with a look at intelliflo video and how it helps enhance client understanding and build trust.

Partnering with Snowflake and Amazon Q, and discussing intelliflo zerokey and wealthlink

Episode 1, part 3

In this third part, Nick and Lucy continue the conversation by exploring the power of data and how intelliflo collaborates with partners like Snowflake and Amazon Q to better serve its customers.

They then turn their attention to intelliflo zerokey and wealthlink, explaining how these solutions tackle some of the industry’s biggest pain points around inefficiency.

intelliflo’s eAdviser, Personal Finance Portal, and the future of financial advice

Episode 1, part 4

In this final video, Nick and Lucy explain how intelliflo’s eAdviser shows a clear link between technology adoption and business success. They explain why firms shouldn’t hesitate to embrace digital transformation.

Next, they talk about intelliflo’s Personal Finance Portal and how it helps advisers evolve their client experience.

They conclude their discussion by addressing one of Nick’s major topic: the future of financial advice.

This interview was filmed at our annual customer conference intelliflo innovate 2025 on 10th June. To discuss this vodcast or any of the products mentioned in the videos, please contact us at [email protected].