The way people learn is changing— YouTube is now a go-to for the over-50s. 56% of advisers say educational content makes life easier. ▶️ Enter intelliflo video: provide clients access to a digital library of financial content. Ready to explore?.

🎙️ intelliflo’s innovations | Part 2 is here! Nick Eatock & Lucy Hedges dive into the power of AI in advice, introducing intelliflo IQ, our intelligent assistant. They also take a look at intelliflo video & building client trust. 📺 Watch now:

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🎙️ intelliflo interacts is here, our brand-new vodcast series!.Ep 1: Right after intelliflo innovate 2025, Nick Eatock joins Lucy Hedges to talk strategy, innovation & the future of advice. 🚀 Big ideas. Bold direction. 📺 Watch now: .

📉 1 in 5 new accounts have rekeying errors. ⏱️ It’s time-consuming, frustrating, and impacts data quality. ✨ Enter intelliflo zerokey: no manual entry, just smooth, secure data transfer. 🔍 Find it in the intelliflo store.

📢 The FCA’s July 2025 data request is here!.If you're using intelliflo office, your dashboards already hold the answers. From client demographics to vulnerable client support, we show you how to extract the data you need, fast. Read the full article 👉

Open, manage, and now service client investments in minutes, not hours. ⏲️.wealthlink is our UK market-leading platform integration built to supercharge your business efficiency. Learn more 👇.

Meet intelliflo IQ, the intelligent advice assistant that will transform financial advice delivery. ✅ Pre/post-advice financial health checks.✅ Opportunities to optimise further financial planning.✅ Scalable, personalised client docs. Discover how it works 👇

🎉 We’re proud to announce that Roxanne Corrieri has been shortlisted for Woman of the Year - Fintech at the 2025 Women in Financial Advice Awards! A huge congratulations to Roxy and all the inspiring finalists! 👏 .#Fintech #WomenInFinance

🚨 New episode from our UK partners at Jigsaw Tree and Mint Blue Consulting!🎙️ Our CEO Nick Eatock joins The Change Curve podcast to talk AI, innovation, FCA data, and how tech is reshaping advice firms. Listen now. 👉

In a world of uncertainty, trusted advice matters more than ever. Nick Eatock, CEO of @intelliflo, shares how UK advisers can use tech like cashflow modelling to give clients peace of mind, even in turbulent times. 🔗 Read more:  #FinancialAdvice #FinTech.

intelliflo innovate 2025 was one for the books! ✨ From bold ideas to brilliant connections, the energy was unmatched. Catch the best moments in our official highlight reel 👇. #intellifloinnovate25 #FinTech #FinancialAdvice

📣 Meet intelliflo IQ’s engagement assistant!.AI-powered help to prep for client meetings, virtual or in-person. ✅ Auto-schedules.✅ Gathers client info.✅ Flags key updates.✅ Updates records in intelliflo office. Stay ready, effortlessly. Learn more 👉 

📢 The FCA’s latest data request is here and it’s more detailed than ever. Richard Wake, COO of intelliflo, shares how advice firms can use tech to stay compliant, manage client data, and turn regulation into opportunity. 🔗 Read more: 

🚨 96% of UK advice firms say their processes aren’t as efficient as they could be. Our 2025 survey reveals: .🔹 AI use up 8x in a year.🔹 Manual rekeying still rampant.🔹 Only 1% have gone fully digital.Time to close the tech gap ->

🌟 Could you be our next Community Champion? We celebrated Karen Dickinson as our 2025 champion at #intellifloInnovate25 🎉 Her passion, knowledge & support make a real impact. Learn more about intelliflo connect here 👉

Our selfie bot was in action at intelliflo innovate capturing the energy and excitement of the day! Missed our latest UK announcements? .Catch up here 👉

🚀 Nearly 1,000 advisers. 🤖 11 groundbreaking innovations. 📊 105% more revenue for tech-forward firms. #intellifloInnovate25 was our biggest event yet, and a bold step into the future of financial advice. Read the highlights 👉

The Survey of Independent RIAs in January 2021 by and Vestmark showed that 52% of advisors outsource to boost productivity. #RIA #WealthManagement.

According to Financial Advising Trends for 2023 report, nearly 33% of RIAs increased their use of third-party providers in 2022, up from 27% in 2020.

Advisors who outsource investment and client communication functions often do it to ensure more time for client interactions and to concentrate on delivering more individualized services.