Nick founded Intelliflo in 2004, pioneering the use of web-based technology to support the end-to-end needs of financial advice businesses.
Having worked for 29 years in IT and 18 years in Financial Services, Nick brings an extremely comprehensive blend of experience and knowledge to Intelliflo which has ensured that the business has remained at the forefront of technological and business innovation in the sector.
James joined Intelliflo in 2019 as chief operating officer. In this role he is responsible for developing and setting business strategy as part of the senior management team in addition to ensuring the efficient and compliant operations of the Intelliflo business. Having worked in Investment Management for over 18 years James has extensive operational, compliance and risk experience having held positions in a wide range of disciplines including operations, investment and distribution.
Akeel cofounded Intelliflo, along with Nick Eatock, in 2004 after completing the successful sale of a touch-screen business.
Entrepreneurial and technically savvy, Akeel works on new propositions and is heavily involved in the technology platform. Outside work most of his time is spent with his wife and children.
Wenda joined us in 2007, initially managing both the sales and marketing teams across the business. As chief sales officer, Wenda now oversees all aspects of strategic sales planning.
She has worked closely with our CEO and executive chairman to help firms through the transition to our solution. Previously, Wenda worked in the insurance sector for over 10 years in various senior roles.
JK joined Intelliflo in 2019, and is focused on new Business Development for international markets.
Experienced in FinTech for the financial advice, wealth and asset management sectors in the UK, Australia and Europe, JK is double-degree qualified in both business and IT and has over 16 years industry experience specialising in new business development. Prior to joining Intelliflo, JK was involved in business development in London’s wealth and asset management community for SEI, and prior to this held multiple senior business development roles with IRESS.
JK has a deep knowledge of financial adviser and wealth management technology and is an active participant in the industry.
Emily joined us in January 2005 and has over 15 years’ experience in the Financial Services sector. Starting as an account manager, Emily soon progressed to the role of Client Operations Manager where she ran and evolved the account management, implementation, support and training teams and later moved on to the role of Head of Commercial Operations.
In her current role of Head of Customer Success, Emily oversees the customer success, data migration, onboarding and training functions and is an integral part of the senior management team.
Kieran joined us in 2006 and has a wealth of experience in the financial services and IT sectors.
Starting as a business development manager, Kieran is now responsible for all third party integrations and joined the senior management team in February 2014.
Kieran has worked with some of the UK’s leading financial software companies encompassing all aspects of software delivery including training, business analysis and product management.
