Intelliflo Ltd
Intelliflo Ltd
Blog Post
  • It’s the season of regulatory merriment for financial advice firms at the moment, with MiFID II set for implementation on 3 January 2018 and GDPR closely following on 25 May. There is a lot for firms to consider and there have been countless articles, papers, webinars and blogs (such as this one), highlighting a multitude of perspectives, interpretations and concerns about both.

Intelliflo Ltd
Intelliflo Ltd
Blog Post
  • We recently ran a survey among 270 users of our Intelligent Office practice management system to gauge the readiness of UK financial advisers for the forthcoming General Data Protection Regulation (GDPR). It is, after all, arriving on 25 May 2018.

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • Cofunds continued the theme of online user-experiences and finished the key note session by looking at how the UK’s largest investment platform has extended its integration with Intelligent Office for trading, execution and payment of ISAs and a General Investment account, which will enable advisers’ clients to self-serve using the power of Cofunds platform.

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • Future of digital advice – threat or opportunity? Building on the themes of the morning, this session will hear from a current Intelligent Office client who will give examples of how they are currently using PFP, the benefits they have seen and expect to see and how they now have better client engagement and better client relationships as a result.

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • Meeting the needs of the 2020 adviser What will advisers needed to flourish in the 2020’s? Matching technology to advice requirements - MIFID II, big data, virtual offices etc. will be essential and this session will look at how placing technology at the heart of your business and leveraging integrations will enable advisory firms to drive operational efficiency while reducing costs and supporti...

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • The art of the possible Almost a year on for the launch of Intelliflo’s Personal Finance Portal (PFP), this key note session will have some real world experience and data from actual usage by end clients. We will share some of this data and in the process, break some myths about digital advice. As more and more firms use our current client portal (PFP2) to service their clients, we’ll describe h...

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • Is finding time to market your business a challenge? Would you like to learn how you can leverage social, web and email to drive more ROI? Do you want to learn about how you can translate your offline networking skills into the digital world? If the answer to any of these question is ‘yes’ then this is the session for you!

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • This key note session will look at technology advances from a consumer and business point of view. The fear of IT is in our society, but a glance at the role of robots shows that IT is not taking people’s jobs and that robots are now working alongside workers - not instead of them. Other industries have shown that IT is a supplement and not a replacement and it does not stop face time with client...

Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation
  • This session looked at how, with the use of Intelligent Office and third party integrated solutions, financial advisers can create a robust ‘best of breed’ operating model that completely suits their own business, without the need to change or compromise current business processes. We explored how data re-use can be optimised across a fully integrated operating model to reinforce the principle of...

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