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More time, more clients, more revenue; how tech is changing your advice process

Technology is empowering financial advice firms to reach more clients by reducing friction in the advice process, saving advisers and their support staff time.

What we are seeing from an in-depth study of users of Intelligent Office is that those firms which are utilising the technology available to them, are actively servicing more clients, generating more revenue and reaching a younger market than their peers.

The top performing firms are generating 15% more recurring revenue than the rest, equating to some £112,000 per annum, by servicing an extra 131 clients. The good news is that the tools to fundamentally boost your business metrics are available now.

Rob Walton, Chief Operating Officer, Intelliflo will discuss this in further detail during this 60 minute webinar.
Recorded Nov 8 2018 46 mins
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Rob Walton, Chief Operating Officer, Intelliflo
Presentation preview: More time, more clients, more revenue; how tech is changing your advice process

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  • More time, more clients, more revenue; how tech is changing your advice process Recorded: Nov 8 2018 46 mins
    Rob Walton, Chief Operating Officer, Intelliflo
    Technology is empowering financial advice firms to reach more clients by reducing friction in the advice process, saving advisers and their support staff time.

    What we are seeing from an in-depth study of users of Intelligent Office is that those firms which are utilising the technology available to them, are actively servicing more clients, generating more revenue and reaching a younger market than their peers.

    The top performing firms are generating 15% more recurring revenue than the rest, equating to some £112,000 per annum, by servicing an extra 131 clients. The good news is that the tools to fundamentally boost your business metrics are available now.

    Rob Walton, Chief Operating Officer, Intelliflo will discuss this in further detail during this 60 minute webinar.
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The professional body for the global financial planning profession
The professional body for the global the financial planning profession, the Chartered Insurance Institute (CII) promotes higher standards of integrity, technical competence and business capability.

With 125,000 members in 150 countries, the CII is dedicated to insurance and financial planning. Our membership covers all disciplines within the insurance industry (claims, broking, underwriting and sales), those working in the life and pensions sector and the mortgage advice market as well as independent financial advisers (under our sub-brand the Personal Finance Society).

The CII is accredited by UK examinations regulator, Ofqual, and our qualifications are also recognised within the English national qualification frameworks. Success in CII qualifications is universally recognised as evidence of knowledge and understanding. Membership of the CII signals a desire to develop broad professional capability and to subscribe to the standards associated with professional status.

Our Royal Charter remit is 'to secure and justify the confidence of the public'​ in our members and in the insurance and financial services sector.

http://www.cii.co.uk

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  • Live at: Nov 8 2018 11:00 am
  • Presented by: Rob Walton, Chief Operating Officer, Intelliflo
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