New intelliflo Updates: From Smarter Workflows to Enhanced Reporting—What Advisers Need to Know

The success of any technology provider ultimately comes down to the success of their customers in getting the best value from their services. For many years intelliflo have demonstrated this through their eAdviser Index. Launched in 2018, it measures thousands of firms’ usage of six major aspects of intelliflo Office, This now accounts for nearly 4 billion interactions annually. This index provides clear evidence of the link between technology adoption and business success.

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About The Author

Ian McKenna

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.