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EATT 2026 Battle of the Tech Demo – intelliflo

Synopsis:

  • Explore how artificial intelligence is transforming financial advice with intelliflo iq.
  • See how smart insights and automation can boost efficiency and deliver better outcomes for clients.
  • Let’s dive into the future of advice and experience innovation in action.

In their own words:

Discover how artificial intelligence is reshaping the future of financial advice.

intelliflo IQ uses advanced AI to deliver intelligent insights that help advisers make faster, smarter decisions while staying compliant. By automating complex tasks and highlighting opportunities, it frees up time for what matters most: building stronger client relationships.

Whether it’s improving efficiency, enhancing personalisation, or driving better outcomes, intelliflo IQ is designed to empower advice firms to thrive in a rapidly changing landscape.

Company Info

HQ: Wimbledon, London

Founded: 2004

Product Displayed: intelliflo IQ

Presenter: James Richards, Senior Product Adoption Manager

Our Analysis

Website

LinkedIn

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What is EATT?