intelliflo

intelliflo intelliflo provides industry-leading technology to power the financial advisory experience, helping our customers thrive and grow.

Using open software architectures combined with unmatched industry experience, we create solutions that support over 30,000 financial professionals worldwide.

18/06/2026

Most compliance teams aren’t on the lookout for problems; they’re overwhelmed with paperwork.

Outcome testing can feel like hunting for needles in huge haystacks — sifting through countless cases that are mostly fine just to spot the few that actually require attention.

This isn’t about effort; it's about focus.

When everything needs to be checked by hand, QA teams end up spending time confirming what’s already correct. The cases that truly need a closer look can get lost in the shuffle, which affects overall confidence.

The change happens when you move from searching through haystacks to assembling needle stacks.

By sorting interactions early on, AI can point out where things might not be going as intended. This allows people to concentrate on the most significant cases rather than spreading their efforts too thin.

The outcome isn’t only increased efficiency; it also means improved judgment, stronger evidence, and much higher confidence.

In this video, Garry shares how transitioning from haystacks to needle stacks transforms outcome testing and why this transition is crucial for scaling QA effectively.

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11/06/2026

Outcome testing isn't struggling because teams aren't putting in the effort. It's falling short because it simply doesn't scale well.

In many advisory firms, outcome testing relies heavily on manual work. Reviewing discussions, checking documents, and validating processes takes a significant amount of time.

So, what does this mean in practice?

Sample sizes are kept small. Not because the firms don’t care, but because they lack the resources for a large compliance and QA team.

This creates an unseen risk.

With only a tiny fraction of cases being reviewed, confidence relies on assumptions rather than real insights. Most cases are likely fine, but "likely" isn’t how we should approach regulated advice.

In this video, Garry discusses why traditional outcome testing struggles to scale and why relying solely on manual QA won't provide firms the assurance they need as caseloads increase.

This isn’t a critique of compliance teams...

It's a fundamental issue that calls for a new approach.

Meet more of our speakers for intelliflo innovate 2026:📅 9 June 2026 | Convene Sancroft, St Paul's, London👉 View the ful...
15/05/2026

Meet more of our speakers for intelliflo innovate 2026:

📅 9 June 2026 | Convene Sancroft, St Paul's, London
👉 View the full speaker line‑up and register: https://okt.to/QERuoz

innovate is about hearing from people who are actively shaping how advice firms operate, scale and adapt — not just talking about it from the sidelines.

Our next group of external speakers brings deep experience across operations, product, platforms and investment strategy, each with a clear view on what works in practice.

🗣️ Chirine Harb, Chief Operating Officer and Board Director at Capital Asset Management, brings a distinctive people‑first approach to leadership and change. With a background spanning architecture, strategy and operations, Chirine focuses on building high‑performing teams and using data to support — not dictate — better decision‑making.

🗣️ Thomas Hogg, Chief Product Officer at Timeline, leads adviser‑centric product strategy with a clear focus on usability and outcomes. Having built and scaled fintech products across multiple environments, Thomas translates real adviser and client needs into tools that genuinely support better financial planning.

🗣️ David Moffat brings decades of experience across asset management, platforms and industry affairs. Having worked with firms including Fidelity, Threadneedle, JPMorgan and SS&C, and sitting on UK and European industry boards, David offers a broad, informed perspective on how the industry is evolving — and what that means for advice firms.

🗣️ Charlie Parker, Strategy Lead at Albemarle Street Partners, is a respected voice within the adviser community. Known for bringing investment ideas to life, Charlie helps advisers communicate complex concepts clearly and support clients in making smarter long‑term investment decisions.

Together, these speakers reflect what innovate is about: real experience, clear thinking, and practical insight advisers can actually use.

Today's the day!The team is ready for an action-packed day at Adviser 3.0 at Magazine in London. Eatock was on the Miami...
14/05/2026

Today's the day!

The team is ready for an action-packed day at Adviser 3.0 at Magazine in London.

Eatock was on the Miami Beach Stage discussing "From friction to flow: The tech decisions that drive adviser scale" with Dunbar from Transact.

Did you manage to catch the session? Come say hello and tell us what you thought!

14/05/2026

We have always championed an open ecosystem, and that remains true. However, there's been a shift as more customers are now curious about one key question:

"What are you going to create?"

They are looking for tailored AI that enhances the entire advice process, integrates seamlessly with their workflows, and acknowledges the guidelines of regulated advice.

intelliflo IQ was developed in response to those requests. Nick shares his insights on this in the video.
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13/05/2026

Picture this scenario:

It's midday, and you're managing client meetings, compliance responsibilities, and administrative tasks. You require a quick solution in intelliflo office; instead of sifting through help articles or waiting for support, the solution is readily available. Instantly. Within the app... as you continue your work.

𝗧𝗵𝗮𝘁 𝗶𝘀 𝗽𝗿𝗲𝗰𝗶𝘀𝗲𝗹𝘆 𝘁𝗵𝗲 𝗿𝗲𝗮𝘀𝗼𝗻 𝘄𝗲 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗱 𝗙𝗹𝗼.

Flo is intelliflo's newly introduced in-app AI assistant designed to enable advisers to obtain the necessary answers without leaving the platform.

No searching. No delays. Just immediate and reliable assistance within intelliflo office, allowing advisers to allocate less time to navigating systems and more to their clients.

This is increasingly significant. Advisers face mounting pressure from fragmented technology, escalating compliance demands, and heavier administrative burdens; all while ensuring positive client results and incorporating new tools.

The initial launch of Flo emphasises help and support, utilising trusted information from intelliflo Connect, our customer community, and subject matter expert knowledge. This is the first step of a wider AI strategy that will progressively develop.

What’s next for Flo?

✅ Task automation
✅ Workflow data summarisation
✅ Voice input
✅ Proactive insights and messaging
✅ Enhanced client portal and BI integration
✅ More natural, conversational AI interactions

Entirely built and maintained by intelliflo, Flo operates on AWS and is powered by Amazon Bedrock, granting us full oversight over security, functionality, and future innovations.

So envision receiving answers precisely when you need them... without interrupting your flow.

❌ Wave goodbye to searching and delays.
✅ Welcome Flo, your digital AI assistant.

Who you’ll hear from at intelliflo Innovate 2026:Innovate is about learning from people who understand the real pressure...
12/05/2026

Who you’ll hear from at intelliflo Innovate 2026:

Innovate is about learning from people who understand the real pressures inside advice firms — growth, efficiency, technology change, and leadership — because they’ve lived them.

Our next group of external speakers brings that experience to the stage.

Leigh Smith, Director at Fairey Associates, brings nearly two decades of experience delivering high‑quality advice while helping shape the long‑term strategic direction of an advice firm. Having progressed through multiple roles within the business, Leigh offers a grounded perspective on leadership, client relationships, and sustainable growth from inside a firm.

Derek Smith, from Aberdeen, leads the ex*****on of product and technology strategy, driving innovation across service, experience and internal capability. With a background as CTO of Morningstar’s Wealth division, Derek brings a clear view of how firms can scale digital skills and deliver change without losing focus on outcomes.

Ed Waite, from Flagstone, works closely with advisers to integrate effective cash management into broader financial planning conversations. With experience on both the advisory and product side, Ed understands the practical challenges advisers face when turning cash strategy into meaningful client outcomes.

Joseph Williams, CEO of ZeroKey, has spent his career focused on eliminating unnecessary admin and data rekeying in advice workflows. Having co‑founded CashCalc and now leading ZeroKey, Joseph brings first‑hand insight into how better integration can give advisers time back to focus on clients.

Together, these speakers add another layer to Innovate’s agenda: practical leadership, operational reality, and technology that actually supports advice delivery.

📅 9 June 2026 | Convene Sancroft, St Paul's, London
👉 View the full speaker line‑up and register: https://okt.to/KTtV2S

12/05/2026

The main challenge with AI in providing advice isn't about automation; it's about uncertainty.

Once you understand that "90% accurate" doesn't always meet the standard, the critical question arises: how do you evaluate what to trust?

Predictive AI shifts this discussion by attaching confidence levels to the information it gathers. This allows advisers and compliance teams to distinguish between reliable data points and those that require human input.

The benefits are clear and immediate: high-confidence data can be processed smoothly, while low-confidence data is marked for further scrutiny, ensuring oversight is directed where it is most necessary.

True efficiency comes not from unquestioning trust in AI but from knowing what aspects to verify.

In this video, Garry shares why confidence levels are key to utilising AI responsibly within regulatory frameworks.

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👂 Who you’ll hear from at intelliflo innovate 2026:intelliflo innovate brings together people working at the sharp end o...
08/05/2026

👂 Who you’ll hear from at intelliflo innovate 2026:

intelliflo innovate brings together people working at the sharp end of advice, operations, technology and transformation — not theorists, and not commentators.

Our first group of external speakers reflects that focus.

You’ll hear from leaders who’ve spent their careers dealing with the realities advice firms face today: scaling operations, managing change, reducing admin, and making technology work in practice.

Poppy Achilles brings deep experience guiding organisations through complex change — from board‑level strategy to hands‑on delivery. Known for shaping industry debate, Poppy will bring a clear, practical perspective on transformation that actually sticks.

Stephen Bottomley has over 20 years’ experience supporting wealth managers and IFAs across the UK and internationally. With a background spanning cash management, payments and platform adoption, Stephen understands the operational realities firms face when integrating new solutions.

Gillian Davies, CFA, operates at the intersection of finance, technology and delivery. Having moved from senior capital markets roles into operational leadership, Gillian now focuses on improving systems, data flows and decision‑making as advice firms scale.

Alan Gurung saw first‑hand how admin pulls advisers away from clients — costing his own team thousands of hours a year. He left advisory to co‑found AdviseryAI, with a simple goal: give advisers time back to focus on better client conversations.

More speakers will be announced — but one thing’s certain:
these sessions won’t be about theory. They’ll be about what actually works.

📅 9 June 2026 | Convene Sancroft, St Paul's London
👉 View the full line‑up and register: https://okt.to/IpSQfa

07/05/2026

AI is advancing rapidly in the realm of financial guidance.

However, quick progress doesn't guarantee accuracy.

One common misconception is that if an AI tool is "mostly accurate," it can be trusted without question. But in a regulated space, that's simply not the case.

A 90% accuracy rate indicates that 10% of the information could be incorrect.

The bigger problem lies in not knowing which part of that 10% is inaccurate.

This uncertainty requires advisers and compliance teams to double-check everything, which undermines potential efficiency and increases risk.

Therefore, not every AI solution is appropriate for advisory workflows. true

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In this video, Garry discusses why the confidence shown by generative AI shouldn't be mistaken for actual correctness and emphasises the importance of confidence indicators and human oversight in the advisory process.

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