Why intelliflo’s Latest Update Is a Must-Know for Every Adviser—Meet ZeroKey

This morning’s keynote address by intelliflo founder and CEO Nick Eatock was full of important developments for intelliflo’s customers, but one of the standouts for me was the alliance with ZeroKey. The business that includes many of the people who were a key part of the Cashcalc cashflow planning service is one of the most significant new developments I have seen in the market in a long time.

Login for access to this content.

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.