Intelliflo Ltd
Intelliflo Ltd
Blog Article

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 Article

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 Article

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 Article

New blog articles detected.

Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

  • Brexit will not save you from MiFID II and GDPR compliance
    When we sent out an email to all of our clients recently concerning MiFID II compliance, we received a number of responses. Many were keen to learn more about functionality that they can add to their practice management system in order to help with compliance. Some, however, were keen to point out that, since MiFID II is a European Union (EU) directive, that it will not be applicable t...
Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

  • Have the MiFID II call recording goalposts moved?
    The Financial Conduct Authority (FCA) recently released an update to its interpretation of MiFID II ahead of full implementation on 3 January 2018. In the financial advice space, the area that has caused most discussion surrounded the requirement to record all client conversations.
Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

  • A year with Intelliflo
    The placement I spent my third year of University working for Intelliflo in their finance, marketing and customer support teams. My placement year was designed so that it had a rotation element, giving me a chance to experience multiple areas of the business and the opportunity to develop a more rounded skill base, which wouldn’t have been possible by remaining in one area.
Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

  • How a financial MBA can help advance your career
    If you’re reading this, chances are that you already have your foot in the door of a financial career. In fact, statistics by APFA show that there are now over 23,800 staff working for financial adviser firms in the UK.
Intelliflo Ltd
Intelliflo Ltd
SlideShare Presentation

New SlideShare presentations detected.

  • Change the Game Conference 2016 - Mark Hopcroft
    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.
  • Change the Game Conference 2016 - Justin Urquhart Stewart
    An amusing and informative view of the UK, its place in the world and Europe and the possible implications that Brexit may have on us
  • Change the Game Conference 2016 - Wenda Field
    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.
  • Change the Game Conference 2016 - Rob Walton
    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...
  • Change the Game Conference 2016 - Nick Eatock
    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...
  • Change the Game Conference 2016 - Mike Clifford
    Integrating technology within a single eco-system – a best of breed approach This session will hear from an Intelligent Office firm showcasing how their business is operating across front, middle and back office processes in a fully integrated way, incorporating wealth-planning tools and straight through processing.
  • Change the Game Conference 2016 - Jo Gilbey
    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!
  • Change the Game Conference 2016 - James Woudhuysen
    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...
  • Think Tank Roadshow presentation
    Think Tank Roadshow presentation - November 2015
  • Think Tank Roadshow presentation web version
    Presentation from Intelliflo Think Tank Roadshows - November and December 2015
  • Managing your Business Risk
    In this session, we discussed how technology can help mitigate risk within a business. We delved into the challenges RDR brought with income reconciliation and regulatory reporting, and how software can help lessen the risk ongoing.
  • Intelliflo - 'Change the game' Conference: Becoming leaner and more efficient
    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...
  • Intelliflo - 'Change the game' Conference: Becoming more profitable
    This session looked at how advisers and administrators can use technology to enable process efficiencies and at the same time, improve return on investment. We explored a number of key business metrics and demonstrated how firms using Intelligent Office have been able to extract real measureable cost and revenue benefits across a broad spectrum of their current operating model. We also focused o...
  • Intelliflo - 'Change the game' Conference: David Coplin 'Rise of the Humans'
    The rapid growth of internet-connected devices has brought huge advantages, however the same technology has also disconnected us. We are drowning in a digital deluge where the haze of information and devices vie for our attention to the point where they are beginning to remove us from the real world. Business leaders, meanwhile, worry that they might miss the next big technology trend and fail to...
  • Intelliflo - 'Change the game' Conference - Nick Eatock
    Nick Eatock will be sharing Intelliflo’s digital advice vision looking at changing consumer attitudes to finance in a mobile-enabled world. This paradigm shift changes the engagement model and can put advice businesses in pole position for customer primacy with our new version of Personal Finance Portal. It can help deliver truly effective customer segmentation, reduced cost to serve and richer...
  • Intelligent Office - Mortgage adviser software
    We help the financial services community thrive in an ever-changing market by making their operations more professional and profitable. We do this through continually developing our best-in-class, web-based business management system to help our clients compete and win. Built specifically for the UK market, our IT expertise coupled with years of experience of the UK financial services sector ens...
Intelliflo Ltd
Intelliflo Ltd
Blog Article

New blog articles detected.

  • Opportunity beckons…
      I graduated from Kingston University with a degree in economics. I’ve always enjoyed learning. That being said, it was never about anything particular. One day it would be about making origami, the next it would be about Greek Mythology. The next it would be about the practicality of time travel (recent studies indicated it is sadly not). I got to the end of my degree not really kno...
  • Open APIs and the advice industry - transforming the business model
    We recently had an article published in the FT Adviser, which is reproduced below, about our new open API, which will enable adivsory firms to connect with our Intelligent Office practice management system in a fully customisable fashion.
  • Training to the top
    I joined Intelliflo after completing my MBA studies in general management at the University of Sheffield in 2015.
  • Call recording: friend or foe?
    I was interested to read a recent article about advisers challenging MiFID II plans to record client calls (Money Marketing 6 Oct 2016). It’s clear the suggestion that all advisers should have to record calls is seen as costly and burdensome, particularly for small firms. However, there are solutions available that solve the issue which won’t break the bank.
  • How long does it take to switch back office system?
    One of the major hurdles for any company in switching back office software systems is the time it takes to actually complete the process. On top of that, there is the risk that, if the process does not go as smoothly as hoped and target ‘go live’ dates are missed, there will be disruption to the business practice.
  • Adviser feedback shapes the future for Elevate
    David Tiller, head of adviser and wealth manager propositions at Standard Life writes about the positive power of user feedback shaping the decision to maintain and invest in Elevate and Wrap, as distinct platform propostions.
  • Nick Eatock discusses automated advice with Asset TV
    Nick Eatock, executive chairman at Intelliflo, was recently interviewed by Asset TV on the subject of automated, or robo, advice. The full version of the video is worth 36 CPD minutes and we have a highlight reel of the interview below:
  • Intelliflo is sleeping out for Centrepoint
    On Thursday 24 November, four Intelliflo team members are going to brave a cold night outdoors in an effort to raise money for the homeless charity, Centrepoint – a noble cause to justify facing the harsh reality of a winter’s night on the streets of central London that befalls so many every day.
  • Time to switch on to the mobile digital revolution
    I think it’s fair to say that adopting new technology is regarded as a necessary evil for some advisers, particularly now when many find themselves swamped with work. 
Intelliflo Ltd
Intelliflo Ltd
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Intelliflo Ltd
Intelliflo Ltd
Blog Article
Intelliflo Ltd
Intelliflo Ltd
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