Richard Wake retweeted
New ways of working, driven and supported by technology, will see significant changes in the financial advice landscape, says Nick Eatock, CEO of @IntellifloLtd professionalparaplanner.co.u…
Richard Wake retweeted
We’re excited to welcome our new certified partner @JigsawTree, a specialist consultancy offering additional training, consultation, and outsourcing support on #intelliflooffice.
Read more here ⬇️
intelliflo.com/uk/partners
#financialadvice #partnerships
Richard Wake retweeted
Congratulations to @MoneyHoneyFP for winning the ‘Best protection advice from a wealth firm’ award!
#ProtectionGuruAwards2021
👏👏👏
#protection #financialplanning
Richard Wake retweeted
Busy few weeks, new global intelliflo, new product names and now a brand new super responsive UI to get our teeth into! #ui #powerofone #digitalwealthmanagement lnkd.in/gArsQUG
Well done! @BerryandOak and @SarahEElson
Very proud for @BerryandOak to have been awarded Tax Efficient Adviser of the Year 2021 #paawards21
Richard Wake retweeted
First day appearing as the new intelliflo 💙💛 and great to have @ChrisatMOUK back to speak to @IntellifloLtd customers about #SMCR. #financialservices #fintech – at Merton, London
Richard Wake retweeted
We have some exciting news 📢
Intelliflo, i4C, Jemstep, Portfolio Pathway and RedBlack are coming together under one global brand – intelliflo – to create a new global leader in #financialadvice technologies.
Click below to find out more.
Richard Wake retweeted
Have a listen to @FTAdviser latest podcast ‘Reckoning’ looms for fund management fees featuring our CEO @NickEatock, @theactualpolson from @thelangcat, and Tim Harvey from HR Independent: hubs.ly/H0G-C2J0 #fundmanagement #financialadvice
Some fantastic tips here! Listening to "Engaging clients in the financial advice journey" at buzzsprout.com/1541983/77610…
Nick Eatock: Improving access to financial advice professionaladviser.com/4026… via @profadviser
Managing client 'digital fatigue' during lockdown professionaladviser.com/4023… via @profadviser An interesting outcome is that many advisers are recognising that the way in which they engage with clients should be ‘omnichannel'.
@IntellifloLtd eadviser score continues to prove better business performance. ‘Firms that score highly are clearly outranking their peers in terms of clients advised, revenue generated, recurring revenue and assets under management’ professionalparaplanner.co.u…
Using technology to streamline processes and cut out manual steps can also improve the customer experience while saving time and resources! Read the full article to see how COVID-19 has accelerated this for adviser! financialreporter.co.uk/blog…
Adopting Tech may mean that advisers will be able to work with clients that might not have been a target audience in the past. If costs can be brought down for onboarding clients and working with them on an ongoing basis. Has COVID closed the advice gap? amp-ft-com.cdn.ampproject.or…
Awesome session today from @theactualpolson check out the lockdown papers
So for #CTG2020 attendees, here are the URLs for The Lockdown Papers:
Better/Faster/Stronger (CIPs) - flipsnack.com/langcat/better…
Serenity/Courage/Wisdom (2025 pricing) - flipsnack.com/langcat/sereni…
Let the Suitable One(s) In (due dil) - flipsnack.com/langcat/let-th…
#bedtimereading
An interesting debate. I agree with @ianmckennaftrc view that firms should make sure they are making the most of the tech they already have. The @IntellifloLtd eadviser score helps firms assess that they are getting the most out of Intelligent Office.
@ianmckennaftrc on the money re adviser firms building own #fintech - it’s expensive and hard plus tech is already available out there - plus R&DD required #CTG2020 @IntellifloLtd
A fantastic debate going on, and some great questions from delegates! #CTG2020
@CathiTweets from @GroupVerve on compliance (PI)... "There is much change and innovation in the compliance segment of #financialservices @ApricityComply #CTG2020
