Intelliflo Insider Podcast

Intelliflo Insider - Podcast

Informative and thought provoking financial services and fintech related podcasts

Podcasts from Intelliflo

Intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, Intelliflo will provide its insight and analysis where the latest technology meets financial services.

Looking Ahead to 2021 in the Advice World

Episode 1: Looking Ahead to 2021 in the Advice World

December 2020 | Nick Eatock, Catherine Morgan & Ian McKenna

In our very first episode of the Intelliflo Insider, we invited Catherine Morgan (Founder, The Money Panel) Ian McKenna (Fintech founder, columnist & financial services futurist), and our very own Nick Eatock (CEO and executive chairman) to peel back the layers of fintech in 2020. With covid-19 having a huge impact in everyone’s lives, Catherine, Ian and Nick take a deeper look into the impact of the coronavirus in financial services this year and how we can look ahead into 2021.

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Featured content

The Future of the Office

The Future of Advice

Intelliflo co-sponsored this AKG research paper titled 'Future of Advice - Beneath & Beyond' which looks at key factors including drivers for change and the likely shape of the market. 

Download the paper
The Future of Centralised Investment Propositions

The Future of CIPs

With 82% of financial advisory firms operating a Centralised Investment Proposition, we have commissioned the lang cat to help us independently look at the history and evolution of Centralised Investment Propositions.

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Future of Advice

The Future of the Office

Following on from our first Coronavirus Impact poll in April, we wanted to hear from financial advisory firms about their thoughts on returning to the office and the impact of remote working on them and their clients.

See the results

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