Utilising the feedback from its Customer-Inspired Change Program, intelliflo has implemented a considerable number of upgrades to its intelliflo office solution, helping improve adviser efficiency and the overall advice experience.
Through this unique program, customers are encouraged to propose improvements with other users then given the opportunity to vote on the suggestions they support.
According to the firm, since the program’s launch in late 2022, it has delivered an average of three customer-driven changes per week.
This year’s enhancements, 79 of which directly benefit Australian intelliflo users, have helped streamline workflows and reduce errors for customers, leading to considerable efficiency gains.
As such, intelliflo customers have reported that they “can spend more time with their clients and focus on achieving their business goals”, as opposed to losing time to inefficient technology.
The chief executive and co-founder of intelliflo, Nick Eatock, said by utilising the collective knowledge of its users, intelliflo is able to recognise and implement the changes its users want more swiftly.
“We decided early on to let our customers help to determine how intelliflo evolves and our latest insights show they’ve come to the table and helped us to shape our technology in enormous ways,” Eatock said.
“Australian advisers have faced rapid change when it comes to regulatory processes, and client needs and preferences. In our view, it’s the role of technology providers to rapidly implement updates to help them to respond to changing demands, and to give their clients the best possible experience.
“By collaborating with our customers, we have gained deeper knowledge of the day-to-day challenges Australian advisers face, which will help inform our future product design and development.”
One of the enhancements implemented this year was the launch of several new business intelligence dashboards in October to its Australian financial advice practices, designed to help advisers solve data quality and workflow management challenges.
Powered by Amazon Quicksight, one of the new dashboards allows practices to manage gaps in client data, helping them identify where deficiencies exist and making it easier to fill data gaps in practice records, an ongoing challenge for advice practices as they juggle multiple platforms in their tech stacks.
Next year is likely to also see a large number of advancements as intelliflo said in its October announcement that there are more than 10 interfaces in development, in addition to those already launched, with a “pipeline of updates driven by live feedback from advisers across its Australian operations”.
