intelliflo, a cloud-based technology platform for financial advisers, has launched intelliflo IQ, a new AI-driven suite embedded within intelliflo office designed to reduce administrative workloads and enhance client engagement.
The new solution, developed in collaboration with WealthTech AI partner Multiply, introduces two integrated tools: an intelligent engagement assistant and an intelligent advice assistant.
The intelligent engagement assistant is now live within intelliflo office, while the intelligent advice assistant is scheduled for release later in 2026.
Following a successful test phase with early adopters, the intelligent engagement assistant aims to transform how advisers capture and manage client interactions. The tool automatically records client meetings, extracts key information including goals, income changes and investment preferences, and generates compliant summaries within seconds.
It updates fact-finds across more than 190 fields in intelliflo office and converts handwritten notes, audio files and PDFs into structured data. Advisers can reduce their cost-to-serve by up to 85% of their admin time, according to the company.
Powered by advanced imaging and audio AI, the assistant reviews and replays discussions to create compliant records. After adviser approval, it produces personalised client documents, emails and letters in seconds. The second module, the intelligent advice assistant, will incorporate an algorithmic advice engine to proactively identify client needs and suggest tailored solutions.
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 said: “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.”
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