Thanks to Consumer Duty, our need for efficient and streamlined operations has never been more critical. Financial advisers are constantly seeking tools that not only simplify their workflow but also enhance their overall productivity. One such tool that has gained significant traction in recent years is Intelliflo Office. A comprehensive practice management system designed to meet the unique needs of financial professionals. So it would seem that for many financial advisers, this is the preferred back office product. Perhaps this is no surprise as according to the market statement, Intellifo’s services are used by around 30% of the advi.ce profession.
We are not connected to Intelliflo office in any way and will always select a back office system that is the right one for our clients. We just understand that so many firms are not getting the best out of their Intelliflo office licences. The question that often arises is, “Are you truly leveraging your Intelliflo Office licence to its full potential?”
Unlocking the Features:
Intelliflo Office comes equipped with a plethora of features aimed at simplifying the day-to-day operations of financial advisers. From client management and document storage to task automation and compliance tracking. The platform offers a wide array of tools designed to enhance productivity and efficiency. The key lies in understanding and unlocking these features to their full potential.
Client Management Excellence:
The heart of any successful financial practice is client management. Intelliflo Office provides robust client relationship management (CRM) capabilities, allowing advisers to track interactions. It can also manage communication, and gain valuable insights into client needs. Exploring the depths of these CRM features can significantly enhance your client relationships and help you provide a personalised experience.
Document Storage and Organisation:
In a world drowning in paperwork, having a secure and organised document management system is invaluable. Intelliflo Office offers document storage and organisation tools that not only help in reducing paperwork but also ensure that important documents are easily accessible. Understanding how to efficiently manage and retrieve documents can save you time and enhance your overall workflow.
Task Automation:
Time is money, especially in the financial services industry. Intelliflo Office allows for task automation, enabling you to streamline repetitive processes and focus on more strategic aspects of your business. By exploring and implementing task automation features, you can free up valuable time, allowing you to concentrate on high-priority tasks and client relationships.
Compliance Tracking and Reporting:
Staying compliant with ever-changing regulations is a non-negotiable aspect of our industry. Intelliflo Office includes tools for compliance tracking and reporting, helping you stay on top of regulatory requirements. Understanding and utilising these features can save you from compliance headaches.
Cash Flow Modelling
Intelliflo has just revealed that their award-winning cashflow modeling and planning capabilities will be seamlessly integrated into their core Intelliflo Office system, eliminating the requirement for additional licensing. This enhancement empowers customers to enhance client service and showcase the potency of their financial advice through real-time, visual cashflow charts and data.
Our Complementary Support:
The Intelliflo Office back office system, utilised by over 30,000 advisers worldwide, empowers clients to manage income reconciliation with providers. It also features a brilliant compliance module designed for those who are directly authorised.
From taking the initial inquiry, through business tracking and then to completion, the software promises to save you time, money and stress.
Our experience at We Complement is that not only are advisers and administrators lacking in confidence in using intelliflo office, but very few advisers use it to its full potential.
Some of the specific issues we’ve come across are,
- Getting the client review process on the system
- Setting up the fee models
- Integrating other systems
- Creating and adding templates
- Getting the electronic document function working
At We Complement, we take pride in providing dedicated support to financial advisers. Therefore, ensuring they harness the full potential of Intelliflo. Our experienced team is well-versed in the intricacies of Intelliflo. We stand ready to assist advisers in navigating and optimising their usage. From personalised training sessions to ongoing guidance. We are committed to helping advisers streamline their operations, enhance client relationships, and stay ahead.
In Conclusion
In conclusion, Intelliflo Office is a powerful ally for financial advisers, offering a range of features to streamline operations and boost productivity. However, the true value of this tool lies in your ability to explore, understand, and leverage its features to their full potential. Take the time to delve into the intricacies of Intelliflo Office, attend training sessions, and stay updated on new features.
With We Complement by your side, you can confidently maximise your use of Intelliflo. Thus, empowering you to focus on what matters most – delivering exceptional financial services to your clients. Get in touch today.