Intelliflo - Online adviser software

Jo Gilbey

I have over 30 years’ experience in the financial services sector, having previously marketed to financial advisers in the UK and offshore whilst in a variety of senior roles. At Intelliflo I manage the B2B marketing strategy and planning, restructuring of the marketing function and budgets.
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Recent Posts

By Jo Gilbey • Sep 20, 2017 9:02:58 AM • Compliance/ GDPR

A recent survey* among users of Intelliflo’s Intelligent Office (iO) shows the majority of advisers run the risk of not meeting the May 2018 deadline for being compliant with the General Data Protection Regulation (GDPR).

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Usage of social media by UK advisers is up for the third year running, according to Intelliflo’s third annual survey* into social media usage. 

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Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office solution.

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By Jo Gilbey • Aug 1, 2016 8:45:40 AM • Financial adviser software/ CRM & data/ Tech

Intelliflo has launched an Open API for its award winning business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.

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WEALTH at work - a leading provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its extensive suite of services.

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Intelliflo is pleased to announce that Mazars Financial Planning Ltd, part of the Mazars Group, has chosen Intelliflo’s Intelligent Office (iO) as its business management system.

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By Jo Gilbey • Jun 16, 2016 10:04:38 AM • Robo advice/ CTG conference

Large product providers going direct to clients is seen as the biggest threat to adviser businesses, according to a poll carried out at two recent Intelliflo ‘Change the Game’ conferences.

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Leading adviser management software provider Intelliflo has announced details of the investment providers who will feature in its Automated Advice Service when it launches this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).

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By Jo Gilbey • May 12, 2016 10:30:00 AM • Tech

This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove. This will allow them to securely share and view documents and other information in PFP, safe in the knowledge that all ‘conversations’ are automatically recorded against the client record in Intelligent Office (iO).

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By Jo Gilbey • May 9, 2016 11:07:15 AM

Intelliflo is launching a new training academy which offers users of its Intelligent Office (iO) software access to an enhanced range of training designed to maximise the benefits offered by the system.

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