Intelliflo - Online adviser software

Lyn Financial Services chooses Intelliflo’s iO

By Jo Gilbey
Find me on: LinkedIn Google+ Sep 1, 2015 9:51:07 AM

Lyn-fs-500

West Country financial services company, Lyn Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its office management system, replacing its in-house facility to enable the firm to continue to grow and expand its services across the Devon and Somerset regions.

Lyn Financial Services was established in Lynton in 1986 to serve the financial needs of the local community. The company has four offices in Devon and Somerset (Barnstaple, Lynton, Minehead and Taunton) with a 45 strong team of Independent Financial Advisers and support staff whose aim is to provide quality advice to clients.

Nick Eatock, Intelliflo’s Executive Chairman comments, “Lyn Financial Services is a thriving firm of advisers who recognise the benefits offered by iO in terms of business efficiency and on-going growth. We are delighted they have chosen our system to help them develop their business in the future.”

Jon Ward, MD at Lyn Financial adds, “The challenges in FS today are to save time by working more efficiently, and to improve service levels and the overall client experience.  We look forward to working with Intelligent Office to achieve these goals, and to assist our rapid expansion”.

For further details:

Intelliflo

Jo Rimmer, Redspark PR
Tel: 07970 088383
Email: jo@redsparkpr.com

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 1,450 firms and 12,600 users with assets under advice of £207 billion (as at 30 June 2015).

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.

In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.