FINANCIAL TECHNOLOGY

intelliflo ’ s 2024 market-wide advice efficiency survey found that over-reliance on manual processes , and lack of integration and digitalisation are creating unnecessary errors and extra work for advice professionals . With more firms than ever reassessing their technology to help reduce paper and remove friction , we ’ ve put together the features we think are crucial for a future-proofed tech stack .

Johann Koch

Chief Sales Officer , UK & Australia , intelliflo

1 . Secure online access anywhere

With a ‘ Software as a Service ’ ( SaaS ) cloud-based business management system , the correct permissions and an internet connection , your team can access systems securely from any location or device . You can take intelliflo office with you to client meetings and interact with real data during the discussion , updating records as you go to maintain one source of client information ‘ truth ’.

2 . Effective digitalisation According to our research , only 40 % of processes are currently digitised , and firms want this to increase to 75 %. Onboarding clients was a particular pain point , but using tools integrated with intelliflo office to digitise note-taking and extract key information during meetings can free up advisers to focus on the client conversation and provide capacity for further growth .

30 | the adviser