Stephen Wirth

intelliflo, the global cloud-based technology solution for financial advisers, has launched an integration with Capital Preferences’ Client Engagement Suite. This partnership combines intelliflo’s leading adviser platform with Capital Preferences’ expertise in behavioural economics and decision science, enabling advisers to build higher-value client relationships.

In an industry where understanding client needs is paramount, many advisers face challenges in accurately assessing client preferences and behaviours. Traditional methods often rely on standard questionnaires that fail to reassure clients about the quality of advice they are receiving or provide advisors with an accurate read of their client’s preferences.

Capital Preferences’ digital solutions move beyond traditional questionnaires by using interactive assessments that engage clients through unique decision experiences, backed by science. They unlock deeper understanding of clients’ unique situations, using science to then create a personalised strategy.

These gamified digital experiences are:

• Quick – completed in 90 seconds
• Easy – 95% unaided completion rate
• Enjoyable – preferred by clients 3 to 1 over traditional methods
• Equitable – both partners in a couple are heard.

 This integration helps advisers boost acquisition and retention by offering clients and prospects an engaging and personalised experience that sets their advisory services apart.

Stephen Wirth, Product Strategy Lead at intelliflo Australia, said, “The Capital Preferences integration, like all its ecosystem developments, reflects intelliflo’s core value and its ongoing commitment to providing cohesive and intuitive solutions for financial advisers.”

“As the financial advice sector has undergone significant change in recent years, innovative advisers that are focused on the future want to build deep and long-lasting relationships with clients. Delivering tailored service that aligns with any given client’s worldview and values is another step on that journey to relevant, tailored, and unique advice,” he said.

Oliver Lynch, Chief Customer Officer at Capital Preferences, said, “Advisers need more than just data – they need deep, accurate and actionable insights into their clients’. Our integration with intelliflo transforms the client-adviser relationship by turning complex behavioural science into intuitive, 90-second experiences.”

“Imagine being able to tailor strategies that are as unique as a fingerprint, all while engaging clients in a way they genuinely enjoy. This collaboration doesn’t just anticipate the future of advising; it actively creates it,” he said.

intelliflo’s principal product offering, intelliflo office, is an industry-leading business management system designed for financial advice firms of all sizes that streamlines the entire advice process, giving advisers valuable time back to focus on building better outcomes and client relationships.

intelliflo is currently used by 30,000 financial advisers worldwide (in the US, UK, and Australia).

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