intelliflo IQ engagement assistant
Turn what should be hours of admin into minutes of insight.
intelliflo IQ captures, digests and analyses your clients’ complete financial picture so you spend less time on compliance, more time on advice.
Focus on what actually grows your practice: deeper client conversations, faster recommendations, and relationships built on trust.
Reduce your cost-to-serve by up to 85% with intelliflo IQ
intelliflo IQ’s ‘intelligent engagement assistant’ transforms how advisers capture and manage client information. intelliflo IQ uses advanced AI to record, analyse, and summarise meeting notes, automatically generating compliant, personalised documents that sync directly into intelliflo office. From handwritten notes and audio to PDFs, it processes everything seamlessly, saving hours of admin and helping you deliver smarter, faster financial advice.
See intelliflo IQ’s engagement assistant in action
Before and during your meeting
- intelliflo IQ’s engagement assistant syncs with your calendar and send a timely reminder to record, just before your meeting begins.
- During your meeting, the intelliflo IQ app automatically records the conversation, capturing key data including goals, income changes and investment preferences – all in real time.
- Notes are digitised, hand-written or signed documents ingested and photos of any physical documents stored and analysed for key facts.
Post-meeting, back at the office
- A complete, accurate summary transcript of the meeting, the recording, and the agreed plan.
- Suggested updates to the client’s plans are presented for review, with the adviser able to sign them off and update more than over 250 fields in intelliflo office, at the click of a button.
- All documents and audio recordings are automatically linked to the client record, giving you a complete, compliant history.
- Generate a suitability report in just a few clicks, all based on the context from your client meeting and information stored in intelliflo office.
Generate compliant suitability reports in a few clicks
Save hours of admin, and focus on what matters most – building strong client relationships, with intelliflo IQ’s engagement assistant.
Get started today:
- Download the intelliflo IQ engagement assistant from the intelliflo store.
- Then on your mobile device, download the intelliflo IQ engagement assistant app from either the Google Play Store or Apple app store.