intelliflo delivers 138 customer-driven product enhancements to improve adviser efficiency, advice experience 

From

Nick Eatock

intelliflo, the global cloud-based technology solution for financial advisers, has delivered 138 updates through its Customer-Inspired Change Program in the past year, highlighting intelliflo’s commitment to shaping its technology in line with the needs of Australian and international advisers. 

Globally, intelliflo introduced 138 client-driven updates this past year for its intelliflo office solution, of which 79 directly benefit Australian intelliflo users. 

These enhancements have led to efficiency gains within Australian advice businesses, by allowing customers to streamline their workflows and reduce errors. In turn, these updates have meant intelliflo office customers are reporting they can spend more time with their clients and focus on achieving their business goals. 

Nick Eatock, CEO and co-founder of intelliflo, said, “We decided early on to let our customers help to determine how intelliflo evolves and our latest insights show they’ve come to the table and helped us to shape our technology in enormous ways.”

“Australian advisers have faced rapid change when it comes to regulatory processes, and client needs and preferences. In our view, it’s the role of technology providers to rapidly implement updates to help them to respond to changing demands, and to give their clients the best possible experience,” he said.

“By collaborating with our customers, we have gained deeper knowledge of the day-to-day challenges Australian advisers face, which will help inform our future product design and development,” he added.

The global Customer-Inspired Change Program invites intelliflo office customers to propose updates to improve their experience with the award-winning technology. Other intelliflo users then vote on the enhancements they support. Since its launch in late 2022, it has delivered an average three customer-driven changes per week. 

intelliflo’s solutions are currently used by 30,000 financial advisers worldwide (in the US, UK, and Australia).

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