IntelliFlo puts more shoulders to the wheel

clock

Strong growth in customer leads and the desire to ensure its enterprise level support maintains an edge are the reasons behind new appointments at IntelliFlo, says chief executive Nick Eatock.

The provider of the Intelligent Office internet-based front and back office system for use by small to large adviser organisations has appointed Andrew Margerison as chief technology officer, Gary Shepherd as senior sales consultant and Kieran McGee as business development manager. Margerison has experience working on IT for bigger companies such as Unilever and Dexia Bank. Eatock says IntelliFlo, with 4,000 users, is very much an enterprise solution, and Margerison appointment is “about that enterprise structure continuing to perform well”. Shephard, who previously worked on sales at 1...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Simon Rogerson: Is artificial intelligence coming for you?

Simon Rogerson: Is artificial intelligence coming for you?

'AI will disrupt businesses and industries on a massive scale'

Simon Rogerson
clock 04 September 2025 • 4 min read
Carlyle emerges as buyer in Intelliflo takeover deal – report

Carlyle emerges as buyer in Intelliflo takeover deal – report

Private equity group Carlyle secures ownership of Intelliflo

Sahar Nazir
clock 20 August 2025 • 3 min read
As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read