Intelliflo have been providing technology to financial services companies since 2004. Their Intelligent Office proposition delivers a web-based practice management solution which is widely used by the UK financial advice sector. They offer an open architecture approach to software, enabling adviser firms to build the business management system they need to power their business.
Intelliflo were acquired by Invesco in June 2018.
HQ: Kingston upon Thames, UK
Product Demo’d: Gamified Factfind
Presenter: Nick Eatock, CEO & Chairman
- Self service gamified fact find (GFF) for advisers looking for an engaging way to gather information from their clients
- Client can complete and/or amend information at their own pace
- Incorporates third party API integrations, such as Zoopla, to enhance the service
Intelliflo Gamified Fact Find – in their own words:
Intelliflo’s Gamified Fact Find (GFF) is for those financial advice firms that are seeking an engaging, easy method for fact finding with their clients. GFF provides an appealing self-serve option to the fact find process and it enables clients to populate and amend their information at their leisure while helping to facilitate the ongoing suitability requirements in MiFID II. GFF also incorporates API integrations from third parties to enhance the service, such as enabling property valuations through Zoopla, and allowing account aggregation under the new Open Banking rules.