intelliflo connect

by intelliflo · CRM and customer experience · London, United Kingdom

Online community platform providing 24/7 support, learning resources, events and peer networking for intelliflo users.

What intelliflo connect does

• Community discussions and peer support
• Live chat support
• Knowledge base with 800+ articles
• Digital course library via intelliflo academy
• Live and on-demand webinars and events
• Case management and issue tracking
• System status visibility
• Product roadmap and release announcements
• Single sign-on access from intelliflo office

What intelliflo connect is used for

• Learn intelliflo features and functions
• Interact with peers and community
• Manage support cases
• Stay updated on releases and roadmap
• Access training and certification

Who intelliflo connect is for

• Intelliflo customers
• IFA firms

About intelliflo

Financial advice software and tools for IFAs, covering CRM, cashflow modelling, document management, client portal and AI assistance.

intelliflo in the vendor registry: its products, features and similar vendors.

Also by intelliflo

• intelliflo office: End-to-end advice software: CRM, fact find, advice journeys, document and workflow management.
• intelliflo client portal: Secure client portal for messaging, documents and portfolio visibility.
• Cashflow modelling: Cashflow and trust modelling tools localised for Australian advice.
• intelliflo store: Marketplace of integrated partner applications.
• intelliflo IQ: AI-powered assistant that reduces cost-to-serve by up to 85% for financial advice firms.
• wealthlink: Investment management platform enabling direct portfolio management and account opening from within intelliflo office without re-keying or…

More in this category: CRM and customer experience software for financial services.

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