Thomas Miller Investment (TMI), the independent specialist investment and wealth management firm has chosen Intelliflo’s Intelligent Office client relationship management system (iO) to support its wealth management business.
Hugh Titcomb, Chief Executive of TMI comments:
We have ambitious plans for the development of our wealth management business and our decision to partner with Intelliflo for our new client relationship management system reflects the breadth of functionality offered by the iO system and the strong level of engagement offered by the Intelliflo team.
Nick Eatock, Executive Chairman at Intelliflo comments:
The reasons why Thomas Miller Investment chose Intelliflo highlight that it’s not just technical excellence that organisations require when setting up a digital management support function, it’s also the people involved in delivering the service that make a difference. The team here excel at listening to what clients want and our infrastructure supports a constant evolving of our systems to meet client expectations.