Field exits Intelliflo in major sales reshuffle
- Friday, 09 October 2020
- Articles
Intelliflo’s long-serving chief sales officer Wenda Field is to exit the company to pursue new challenges in a major sales reshuffle for the fintech firm.
Read more...Intelliflo adds Open Banking to Financial Planning portal
- Wednesday, 23 September 2020
- Articles
Intelliflo has added Open Banking access to its fintech services to enable Financial Planners to have a better oversight of clients’ entire finances.
Read more...53% of adviser staff say remote working is permanent
- Monday, 24 August 2020
- Articles
Just over half of staff working at financial advice firms believe remote working is becoming a permanent way of doing business, according to a new survey.
Read more...Client referrals and extra staff top adviser 2020 growth plans
- Friday, 03 January 2020
- Articles
Client referrals and pension transfers were seen as the biggest opportunity areas by financial advisers in 2019, according to a survey by fintech Intelliflo.
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