10 – TECHNOLOGY FOCUS
10 ways Intelligent Office will BENEFIT YOUR BUSINESS
Following our recent Value Proposition Review interviews with members, three quarters of you told us that improving your back office system was a top priority over the next 12 months and 73% of you want to improve your efficiency via IT over the next year. Intelliflo’s Intelligent Office is the market leader in terms of business management systems, utilised by over 31% of the UK’s financial advisory firms but what tangible benefits will it bring to your business? We’ve summarised the top ten areas where we feel Intelligent Office really adds value, both directly as a technology system and via making Tenet more efficient as a business.
Electronic valuations - Intelligent Office has over 80 integrations with platforms and providers including Aviva Wrap, Old Mutual Wealth Ltd and AEGON (CoFunds).
A core off-the-shelf solution that we have configured to the needs of a modern financial advice firm, to help you effectively manage the full end-to-end advice service.
Accurate and streamlined remuneration matching service, offering improved income related business reporting.
Electronic, pre-approved fact finds and suitability reports, published directly to firms through the system.
Single client view – Only ever enter a client’s details once and these will be pre-populated through the system, from lead management through to the initial fact finding, needs analysis, suitability and annual reviews.
Regulatory protection for your business through more transparent, automated processes – perfect for ongoing servicing.
Support with GDPR requirements - Secure client communication, with a clear audit trail for evidencing how documents have been securely shared and handled, plus Amazon data storage is included as part of your licence.
Integration with best of breed third parties to give you access to a wide range of tools via the online iO store.
A more streamlined, responsive service from Tenet with integrated file checking, leading to improved service level agreements.
Client Portal - gives you and your clients an invaluable tool to be able to view financial information 24/7 and interact via a secure, online ‘hub’ anywhere, and on any device.
Are there any actions for me to take? Currently, there are three actions we have suggested that you could undertake: Getting your data in good shape for migration – we outlined six data housekeeping activities that it would be beneficial to undertake, including removing any duplicate client records and ensuring that ongoing fees are accurately recorded.
Add any additional documentation that you would like to be migrated over from Tenet Advantage - these documents need to be added against the client. Review your notice period with your current data storage provider if you currently purchase data storage but would like to utilise the Amazon storage post go-live, which is included at no additional cost.
To make sure you’re up to date with the latest news on implementation, please ensure you read our weekly Intelligent Office updates or you can visit our dedicated extranet area within the ‘My Business’ section of the extranet. If you have any questions, please email firstname.lastname@example.org
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