Intelliflo - Online adviser software

Intelliflo adds four new hires as business goes from strength to strength

By Jo Gilbey
Find me on: LinkedIn Google+ Sep 1, 2014 11:43:00 AM

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Intelliflo, the leading provider of web-based business management software for the financial services industry, today announces four new hires to support unprecedented demand for its Intelligent Office product.

In the last quarter Intelliflo has seen a significant uplift in subscriptions to Intelligent Office (iO), with high profile advisory businesses including David Williams Independent Financial Advisers, Richmond House Group Limited, 75point3 Ltd, Lark Life & Pensions Limited, Tees Financial Plc and Campbell Thomson Insurance Services Ltd adopting iO as their practice management system.

To support and extend growth in the business, Intelliflo has recruited four new people to its client support and sales teams.

Paul Chedzey joins Intelliflo as Head of Business Transition, having worked in sales in financial services for 25 years. He was previously at Distribution Technology, where he was responsible for setting up their intermediary channel.

Fay Anderson re-joins Intelliflo as a Client Engagement Executive, having previously worked for the company as an Account Manager for six years before moving to Iress where she was a Strategic Account Executive. She has 25 years’ experience working within the financial advice sector.

Steve Harrison also re-joins Intelliflo, this time as a Sales Executive, having previously worked for the company as a Training Manager and Client Solution Consultant over a seven year period. He brings 21 years of experience of financial services and joins Intelliflo from Caerus Capital Group, where he was Head of Information Technology.

Wendy Dines joins Intelliflo as a Client Transition Consultant, having worked in financial services for 24 years. She joins Intelliflo from MGM Advantage where she worked for the last four years as a National Account Manager.

Nick Eatock, CEO, Intelliflo comments:

“We are delighted to welcome Paul, Fay, Steve and Wendy to Intelliflo at such an exciting time for us. The business is growing rapidly and their combined expertise will greatly contribute to our continued expansion as the popularity of iO continues to extend across UK advisory firms.

“iO is the most comprehensive web-based business management system in the UK financial services market today. It provides a ‘one-stop shop’ that lets advisers manage all their client and provider data within a single technology eco-system and align it to their service proposition.

“What’s more, iO has built-in flexibility to provide advisers with the tools they need, with over 100 ‘best of breed’ integrations from third parties including popular quote portals and wealth management tools. 

“With such a comprehensive suite of solutions in one package, we’re delighted that so many advisers are choosing to switch to us to provide them with the comprehensive solution to drive their businesses forward in a post-RDR environment.”

Notes to Editors:

Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,250 firms and 11,200 users with assets under advice of £162 billion (as at 30 June 2014). 

In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth. Intelliflo has won the Professional Adviser ‘Best Technology/Software Provider’ award, voted for by Financial Advisers, every year since 2010.

For further information please contact:

Jo Gilbey
Marketing Director
Intelliflo
Tel: +44 (0)208 481 1111
jo.gilbey@intelliflo.com