intelliflo video

Introducing intelliflo video, an engaging video experience for your clients like no other.

Built as a seamless two-way experience between intelliflo office and the personal finance portal, intelliflo video provides your clients with a ‘digital library pass’ to product-focussed and educational online content.

Streamline your advice journeys by simply selecting and sharing video content relevant to the advice you’re providing.

Your clients have a better understanding of their financial options, and you get to deliver meaningful engagement which meets consumer duty.

Provide an engaging digital learning experience for all your clients and demonstrate the value of your advice and recommendations.

Did you know?

41% of firms operate an equal split of virtual and face-to-face engagement. Yet, less than 1 in 4 (23%) firms currently use video to engage and educate their clients. Not sure where to start? intelliflo video makes it easy.

An integrated two-way experience

Dedicated video widget on the client portal

Extensive video sharing options

Automated email notification alerts

Usage analytics to evidence understanding

Clients learn at a time and pace that suits them

Premium version available for additional boxsets

Closer relationships with engaging experiences

At the click of a button, you can quickly access product-focussed videos and market commentary produced by leading UK providers. Plus, pre-prepared educational box sets, with each one carefully crafted to simplify complex financial themes.