The update includes the launch of QuickSMS in the intelliflo app store, alongside new response-enabled secure messaging functionality within intelliflo office, enabling advisers to communicate with clients across multiple channels and receive timely, trackable feedback.

As advisers continue to balance growing client expectations with increasing compliance and administrative requirements, the latest enhancements are designed to simplify how practices connect with their clients – reducing friction and improving the overall advice experience.

Pria Hussain, manager of customer success at intelliflo Australia, said the updates reflect a growing focus on making client engagement more seamless, responsive and embedded within adviser workflows.

“Client engagement is at the heart of every advice relationship, but too often, it’s slowed down by fragmented communication and manual follow-ups,” she said.

“These enhancements are about removing that friction – giving advisers simple, effective ways to connect with clients, capture responses and keep advice moving, all within the systems they already use.”

Making client communication more dynamic and actionable

The new secure messaging functionality allows advisers to embed response templates directly into messages sent via the intelliflo client portal, enabling clients to respond to preconfigured questions quickly and securely.

This allows advisers to capture key client interactions in real time, including acknowledging and accepting meeting notes, confirming receipt of documentation such as Financial Services Guides (FSGs), accepting or rejecting recommendations, and managing communication preferences.

By structuring responses within the platform, advisers can reduce back-and-forth communication, improve record-keeping, and ensure important client decisions are clearly documented.

“Getting a response from clients just got a whole lot easier,” Hussain said.

“Whether it’s confirming advice, acknowledging documents or capturing preferences, advisers can now prompt and receive structured responses directly through the client portal – even from a mobile device. It’s a faster, more secure way to keep clients engaged and informed throughout the advice journey.”

Expanding communication channels with QuickSMS

Complementing the secure messaging enhancements, the addition of QuickSMS to the intelliflo app store provides advisers with another direct and immediate way to connect with clients.

The integration enables practices to send SMS communications as part of their broader engagement strategy, helping ensure timely updates, reminders and prompts reach clients through their preferred channels.

Together, these updates reinforce intelliflo’s commitment to delivering practical, client-led innovation that improves both adviser efficiency and the client experience.

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

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The launch comes as financial advisers face increasing pressure to manage disconnected systems, multiple roles and rising compliance and administrative tasks – all while delivering strong client outcomes and adopting new technology.

Pria Hussain, manager of customer success at intelliflo Australia, said Flo is designed to remove friction from the adviser journey by delivering immediate, trusted support within the platform itself.

“Advisers today are already juggling client relationships, administration, compliance and business growth – often across multiple systems,” she said.

“Flo is built to solve that challenge by giving advisers instant help and guidance inside intelliflo office, so they can minimise time spent on platform navigation and administration and focus more on their clients.

“This latest update reflects intelliflo’s ongoing commitment to delivering customer-led innovation that simplifies the advice process and improves practice efficiency.”

Focused on help and support first

Flo’s initial rollout is focused on help and support, drawing on a rich foundation of information from intelliflo connect, intelliflo’s online customer community hub and SME input, enabling advisers to access answers and guidance quickly without leaving the platform. This marks the first phase of a broader AI roadmap that will expand Flo’s capabilities over time.

Future AI-led enhancements

intelliflo plans to introduce additional functionality including automating task creation, data summarisation across workflows, and audio input allowing advisers to talk instead of type.

Longer term, Flo’s roadmap will include proactive messaging and insights, Flo embedded within intelliflo’s client portal, integrated reporting within business intelligence dashboards, memory and episodic functionality, and bi-directional streaming for more natural conversational experiences.

Flo has been built and maintained entirely by intelliflo as an AWS-native capability, powered by Amazon Bedrock, giving the company full control over its security, roadmap, functionality and user experience.

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Steven Goh

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 time.

The integration of FAYBL into intelliflo office represents the first time an end-to-end, General AI solution is available through the intelliflo interface. This follows the findings of intelliflo’s Advice, Evolved whitepaper, which highlighted how AI can be a change-maker for practices looking to boost productivity, save costs and get advisers focused on clients, not compliance and administration.

Forward-thinking practices are already embracing the technology but now, FAYBL’s integration will enable advisers to access a game-changing General AI tool in the software interface they are familiar with. Unlike other AI integrations, FAYBL’s General AI attaches itself to email and CRM systems to complete workflows end-to-end, meaning it can execute complicated tasks with adviser approval. Importantly, it does not use client data for training purposes.

Pria Hussain, manager of customer success at intelliflo Australia, said the integration reflects practices’ growing appetite for intelligent tools that streamline the advice process.

“We know advisers are looking for technology that takes meaningful work off their plate, not just surface-level automation. Bringing FAYBL’s General AI into intelliflo office gives users an end-to-end solution that can execute real workflows, reduce administrative load and free advisers to focus on clients. It’s a practical, powerful enhancement to the systems they already use every day,” she said.

“We’ve made a commitment to our customers to keep delivering updates and integrations to save them time and money, while improving the client experience – our integration with FAYBL can deliver on all three.”

Steven Goh, co-founder and executive director at FAYBL, said the AI offering has the potential to change how intelliflo office users approach the advice process.

“As opposed to task-specific AI solutions, which can automate one thing well, FAYBL’s General AI supports advisers across the client journey, responding to real world events including industry news, client interactions and practice intelligence without being prompted. Ultimately, advisers get into the industry because they want to help clients and build strategies – FAYBL gets them back to what they are passionate about.” he said.

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

FAYBL was founded by former Raiz founder and Group CEO Geoge Lucas, and Steven Goh, who founded Sanford Securities, Australia’s first online stockbroking business. FAYBL is a General AI solution that works across the adviser journey, ingesting client documents, meeting transcripts, licensees business rules, compliance checklists and more to produce comprehensive client strategies, compliance adherence and SOAs.

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The new changes follow extensive research in 2024 and 2025, which found advisers are seeking continual enhancements to the client experience. Last year, intelliflo introduced 138 client-driven updates for its intelliflo office solution as part of its Customer-Inspired Change program, of which 79 directly benefit Australian intelliflo users.

Recognising more than one third of intelliflo end clients now use mobile phones to access their portal, the new push notification enhancement will allow end client mobile users to receive real-time updates on key events, such as when a document is ready to be signed, a secure message has been sent, or when a client’s net worth insights become available. The update is designed to keep clients informed and engaged with their wealth journey.

Meanwhile, the checklist within tasks featurewill empower advisers to efficiently monitor workflows and establish structured processes by adding checklist items directly within tasks. Items can be marked as ‘mandatory’ to prevent critical steps from being overlooked, providing advisers with enhanced visibility into their team’s performance.

Pria Hussain, manager of customer success at intelliflo, said the two new updates follow intelliflo’s on-the-ground engagement with its customers.

“The financial advice market moves at a rapid pace, especially with new technology, AI and changing client patterns, which means there’s an onus on any provider to continually update and improve their offering,” she said.

“Through extensive research of our own customers, we know end clients are changing how they engage with the advice process and our new push notifications recognise that. Clients demand immediacy and want to receive updates on anything that affects their wealth in real-time,” Hussain said.

“Simultaneously, advisers have told us they value they ability to keep track of their tasks and team in a way that maximises efficiency – our checklist within tasks feature is an important addition on that front.”

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