Intelliflo Ltd
Intelliflo Ltd
Blog Post

New blog articles detected.

  • The human side of robo advice
    With the advent of artificial intelligence (AI) and machine learning, there are buzzwords and phrases that are necessary to describe the applications that are starting to become the new norm. One of those phrases is ‘robo advice.’
Intelliflo Ltd
Intelliflo Ltd
Blog Post

New blog articles detected.

  • You’ve been attacked with ransomware – what next?
    The recent spate of global cyber attacks owing to the infamous WannaCry 2 and Petya malware programmes has caused consternation in a multitude of industries and countries – they have been indiscriminate attacks that have claimed victims from Telefonica to the NHS. They have also also affected a number of financial advisers, too.
Intelliflo Ltd
Intelliflo Ltd
Blog Post

New blog articles detected.

  • How to avoid getting caught by phishing emails
    Fishing may be seen as an idyllic activity to be enjoyed at leisure, especially in the heat that we have recently been enjoying, but its phonetically identically cousin, phishing, is leaving us all in real danger of being caught on indiscriminate hooks.
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Big data = big profit. Unlock the value in your data and improve your bottom line
    This session gave an overview of the big data revolution and showcased some of the changes already underway and on the horizon. With connected technology putting the end consumer firmly in the driving seat, there are clear challenges which advisers will need to overcome. The session showed delegates how to unlock the value of the data they already had within their business as well as help them st...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Open APIs (Application Programming Interfaces) explained – not just for geeks!
    This session focused on the benefits of open APIs – what they are, how they work and why they’re not just for geeks! There were real-life, practical examples of ways in which advice firms can use them to streamline business processes and improve client service. This was followed by Skipton Building Society who explained their journey to get a complex tax-specific API tool to their advisers withou...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Learnings from an e-Adviser – getting started with automated advice
    Are you maximising the opportunities the digital revolution offers? Are you both meeting the demands of your current, increasingly tech-savvy clients as well as growing your business by attracting the clients of the future? How easy is it to have your own automated advice offering? Listen to the experience of an advice firm which has recently implemented an automated advice model alongside their ...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Robert Walton - Mastering cyber-security and the next wave of regulation (GDPR)
    The new EU wide data protection regulation (GDPR) becomes enforceable on the 25th May 2018, after which all UK business will be required, by law, to notify the regulator of any data breaches within 72 hours and could be subject to fines in excess of £1m. With the increasing rate of cyber-attacks, the consequences of being hacked or subjected to id fraud will become even more costly in every sense...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Nigel Brook-Walters - Integration = efficiency
    Following on from Nick’s theme, Nigel gave practical examples of how technology can be used to enhance the client experience. He focused on how, through a new API integration between SEI and Intelliflo, advisers can benefit from SEI’s long history of providing solutions to help advisers with client engagement. Nigel explained how Intelliflo’s PFP combined with SEI’s Goals Based Investing can help...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Nick Eatock - ‘Back to the future’ of financial advice
    Nick will discuss how digital servicing and advice are driving up customer engagement and driving down costs for financial advisers across the UK – meaning more job satisfaction and more satisfied clients! He will share new data on the effectiveness of a co-ordinated digital strategy and provide a preview of our brand new PFP functionality along with insight into the product roadmap. In particula...
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • CTG 2017 | Graeme Codrington - Tomorrow's world today
    In a world of disruptive change, the successful adviser needs a new future-focused toolkit to remain relevant, mitigate threats and take advantage of the opportunities that are emerging. Graeme Codrington, futurologist and CEO of strategic insights firm, TomorrowToday Global, will provide a thought-provoking view of the most significant global trends that are shaping not only the world of the adv...
Intelliflo Ltd
Intelliflo Ltd
Blog Post

New blog articles detected.

  • Watch: cyber security and financial advice firms
    Cyber security is a growing concern for all firms across all industries at the moment, but financial services is the most targeted industry by cyber criminals. What does this mean for financial advice firms, and how can you keep your data and your clients safe?
Intelliflo Ltd
Intelliflo Ltd
Blog Post

New blog articles detected.

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