intelliflo streamlines client engagement with new direct messaging features

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intelliflo, the global cloud-based technology solution for financial advisers, has introduced a suite of new communication enhancements designed to help advisers engage clients more effectively, streamline interactions, and capture responses quickly and

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intelliflo launches new in-app AI assistant Flo to streamline adviser support and reduce admin burden

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intelliflo, the global cloud-based technology solution for financial advisers, has launched Flo, a new in-app AI-powered assistant designed to help advisers navigate the platform faster, reduce administrative workload, and spend more quality

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intelliflo integrates with FAYBL to deliver first General AI agent on office platform

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intelliflo, the global cloud-based technology solution for financial advisers, has announced an integration with Australia-founded FAYBL, enabling intelliflo office users to apply AI across the client journey to improve efficiency and increase client-facing

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intelliflo enhances client engagement, task management with new adviser-driven features

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intelliflo, the global cloud-based technology solution for financial advisers, has today announced two new features designed to enhance client engagement and task management to  further support the evolving needs of Australian practices.

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