The partnership will see Capital Preferences’ behavioural economics and decision science expertise utilised on intelliflo’s adviser platform to introduce “gamified” client assessments, designed to be more engaging and help advisers gain a deeper understanding of their clients’ situation.
According to intelliflo, this integration will help advisers “boost acquisition and retention” by offering a more personalised and engaging experience for clients and prospects, which will set them apart from other advice firms.
The questionnaires take clients just 90 seconds to complete, with the firms noting that almost all (95 per cent) clients are able to complete it unaided.
Intelliflo added that clients tend to find these non-traditional assessments more enjoyable, preferring them around three times as much as standard methods, while also allowing for both partners of a couple to be heard and understood.
Capital Preferences chief customer officer Oliver Lynch explained that this move would help advisers foster deeper connections with clients, allowing them to offer highly personalised solutions.
“Advisers need more than just data – they need deep, accurate and actionable insights into their clients. Our integration with intelliflo transforms the client-adviser relationship by turning complex behavioural science into intuitive, 90-second experiences,” Lynch said.
“Imagine being able to tailor strategies that are as unique as a fingerprint, all while engaging clients in a way they genuinely enjoy. This collaboration doesn’t just anticipate the future of advising, it actively creates it.”
Stephen Wirth, product strategy lead at intelliflo Australia, said this partnership reflects the future of the advice profession as they pursue more personalised offerings for their clients.
“The Capital Preferences integration, like all its ecosystem developments, reflects intelliflo’s core value and its ongoing commitment to providing cohesive and intuitive solutions for financial advisers,” Wirth said.
“As the financial advice sector has undergone significant change in recent years, innovative advisers that are focused on the future want to build deep and long-lasting relationships with clients. Delivering tailored service that aligns with any given client’s world view and values is another step on that journey to relevant, tailored, and unique advice.”
This announcement follows intelliflo’s launch of its new business intelligence dashboards to its Australian financial advice practices a month ago to help advisers address data quality and workflow management challenges.
At the time, intelliflo said these dashboards were part of a suite of more than 10 interfaces in development that would help advice firms create and harness quality data for their practices.
