Workflow and lifecycle designer for financial advisers


Why clients are using Intelligent Office to drive consistency through process

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Why clients are using Intelligent Office to drive consistency through process

As a web-based technology the Intelligent Office (iO) solution is uniquely positioned to make the most of Real-time valuations from product providers, fund managers, supermarkets, platforms and wraps.

One of the aspects of Intelligent Office that our clients find beneficial is the configurable workflow. This workflow can be tailored to meet your business objectives and means all of your staff follow the processes that have been defined by you, driving consistency across your business.

The workflow can be used for a number of purposes including defining user access rights, through to creating the steps, automated sequences and transition triggers across multiple business types (pensions, investments, mortgage and protection for example).  This ensures the completion of key elements of service propositions are tracked and carried out and can also help control compliance risk.

Workflow features

iO enables users to increase their business efficiency whilst improving productivity and quality control. It does this by automating many laborious, time-consuming tasks and streamlining these to enable users to free up time to spend on other actions e.g. more client interaction.

The workflow will enable you to:

  • Configure who can do particular actions and tasks
  • Create dynamic tasks
  • Configure time periods between tasks
  • Assign tasks to particular roles (e.g. servicing advisers, para-planners, compliance officers etc)

See Workflow at glance:


About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line. 

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