Meeting clients is at the heart of the financial advice industry but can be time- consuming. Through an integration with SaleMove’s CoBrowsing technology, Intelligent Office (iO) offers advisers a modern way to ‘meet’ with clients in a time efficient, cost-effective and fully compliant way.
SaleMove is an internationally recognised and award winning platform that is fully integrated within iO’s Personal Finance Portal (PFP). It enables advisers to meet with their clients in a virtual space, via text chat, audio or full video link up as well as discuss and share documents like portfolio valuations etc., in a secure environment.
MiFID II requires that all conversations between advisers and clients are recorded. SaleMove technology records all of the conversations, including files shared and discussed, then saves them against the client’s record in iO. This offers you a full and easily accessible audit trail of all client conversations and meetings.
The key features that you can benefit from are:
Over 2,122 of the UK’s leading advisory firms, with over £351 billion under advice, trust
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