intelliflo IQ engagement assistant
Generate accurate, compliant summaries in seconds. Keep fact-finds instantly up to date. And seamlessly ingest documents — digital or physical — to streamline your advice journey.
Save hours of admin, and focus on what matters most: building strong client relationships, with intelliflo IQ’s engagement assistant
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.
Before and during your meeting
No pre-meeting stress
intelliflo IQ’s engagement assistant syncs with your calendar and send a timely reminder to record, just before your meeting begins.
Automatically capture key updates
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
Seamlessly document ingestion
Notes are digitised, hand-written or signed documents ingested and photos of any physical documents stored and analysed for key facts.
Post-meeting
Accurate post-meeting summaries
Post-meeting, intelliflo’s engagement assistant provides you with a complete, accurate summary transacript of the meeting, the recording, and the agreed plan.
Review key changes and updates
Suggested updates to the client’s plans are presented for review, with the adviser able to sign them off and update more than over 190 fields in intelliflo office, at the click of a button.
Personalised document generation
With updates made, the updated plan is published as a personlised document for you to share. All documents and audio recordings are automatically linked to the client record, giving you a complete, compliant history.