Tenet Group has signed an initial five year contract with Intelliflo for the provision of Intelligent Office to its network of over 1,300 investment and mortgage advisers.
A survey of 200 users of Intelliflo’s Intelligent Office during December 2018 highlights advisers are optimistic that 2019 will see them increase business and recruit more staff.
Intelliflo is celebrating reaching 50 live apps in its iO Store with the addition of cashflow modelling fintech start-up, i4C.
Advisers are using social media as their main marketing tool, with twice as many using it compared to traditional routes, such as sponsorship of local sports teams and client events.
Cashflow modelling fintech start-up i4C has entered into a landmark strategic partnership with Intelliflo.
With just weeks to go until the 25 May deadline, advisers still have work to do to ensure they meet the demands of the new General Data Protection Regulation (GDPR), finds Intelliflo.
Following the third meeting of Intelliflo’s GDPR Customer Working Group, which represents around 2,000 UK-based advice firms, a paper has been published that tackles how firms should deal with the consent and privacy notice sections of the new regulation, which comes into force on 25 May 2018.
Intelliflo’s new iO Store has been enhanced with the integration of DocuSign’s Digital Transaction Management (DTM) platform and eSignature service, enabling advisers and their support teams to obtain online signatures for essential documents quickly, efficiently and securely via the online app.
Intelliflo has collaborated with Brookland Computer Services, a specialist technology solutions and advisory firm with 20 years’ experience working for regulated clients in the financial services and legal markets, to produce a comprehensive GDPR toolkit ahead of the new regulation coming into force on 25 May 2018.