Intelliflo has launched two fresh adviser technology solutions today (10 June) which it says could help financial advice firms grappling with mounting cost-to-serve pressures gain back time and efficiency.
The cloud-based tech provider unveiled Intelliflo IQ and Intelliflo video, both designed to enhance productivity, reduce manual processes, and transform client engagement across the advice journey at its annual conference Intelliflo Innovate 2025. The tools, integrated directly into Intelliflo office, aim to help advisers spend more time with clients and less on administration, the firm said. Intelliflo IQ is Intelliflo's first proprietary artificial intelligence (AI)-powered advice suite, co-developed with wealthtech partner Multiply. It introduces two embedded applications – the Int...
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