intelliflo has launched a new AI-driven assistant to transform how advisers capture, review and manage client interactions.
The intelligent engagement assistant, developed in collaboration with wealthtech AI partner Multiply, marks the first phase in the launch of intelliflo IQ, the firm’s first suite of AI and algorithmic tools embedded directly within intelliflo office.
The assistant automatically records client meetings, captures key details such as goals, income changes and investment preferences and generates accurate, compliant summaries in seconds.
By instantly updating fact-finds and ingesting both digital and physical documents, advisers can reduce their cost-to-serve by up to 85% of their admin time, intelliflo said.
Powered by advanced imaging and audio AI, intelliflo IQ reviews and replays client discussions to create precise, compliant records. Following review and approval by the adviser, handwritten notes, audio files and PDFs are converted into structured updates to the fact find, producing personalised client documents, emails and letters in seconds.
A second integrated tool – the intelligent advice assistant – is due to launch later this year and will use an algorithmic advice engine to proactively identify client needs and suggest tailored solutions.
intelliflo said the new capabilities have been developed in response to rising demand for AI, with 43% of advisers already leveraging the technology.
Nick Eatock, CEO at intelliflo, said: “The launch of intelliflo IQ marks a significant moment for both intelliflo and the adviser community. By embedding AI across the advice journey, we’re giving firms the tools to work more efficiently, improve data integrity, and elevate client engagement.
“Advisers tell us time and again that rising costs and admin burdens are their biggest challenges. With intelliflo IQ, we’re directly addressing that – reducing time spent on manual tasks, freeing up capacity for growth, and helping firms deliver better outcomes for their clients.”
James Hancher, managing director at Titan Wealth, commented: “After thoroughly testing intelliflo IQ with intelliflo for several weeks, we are highly impressed by its potential to enhance the efficiency of our advice teams across the country.
“The ability to capture and accurately record client meetings, update the fact-find, and produce post-meeting notes within minutes holds significant promise for improving our overall client service.”
Main image: alex-knight-2EJCSULRwC8-unsplash
