Intelligent Office (iO) is an award-winning web-based business management system for financial advisers, mortgage advisers, network providers, service providers and for those in the enterprise sector. Built around your needs, it’s the most comprehensive and flexible business management system in the UK financial services market.
Intelligent Office lets you manage the entire advice process within a single technology eco-system, giving you access to 400+ industry connections with the platforms, product providers, quote portals, wealth management tools and other software vendors you use day in day out.
This allows you to key in your client’s data once, and use it for many different purposes, all within a single, time-saving system. It’s all part of our philosophy to give you access to the industry’s ‘best of breed’ tools all under one roof.
An ‘omni-channel’ approach is a description of true continuity of the customer experience, enabling them to interact across multiple channels e.g. face to face, on the phone and online.
With continual advances in technology, consumers have more communication tools at their disposal, and this is having an impact on their behaviour. Consumers have more control now than ever before and are dictating the way they wish to purchase products and services. Businesses need to be aware of both the pitfalls and advantages of this behavioural change and how this behaviour impacts them.