Intelliflo, a global cloud-based software provider, has introduced Flo, an AI-driven assistant designed to integrate seamlessly with its Intelliflo Office platform. This innovative tool allows advisers to access guidance and support directly within their workflow, alleviating the pressures of compliance, fragmented systems, and administrative demands. As Pria Hussain, the manager of customer success at Intelliflo Australia, notes, advisers often juggle multiple systems; Flo aims to streamline this by offering instant help. Initially focused on support functionalities, Flo draws insights from Intelliflo’s online community and expert input. Future enhancements include automating tasks, data summarization, and voice input, with long-term goals like proactive insights and deeper integration within Intelliflo’s tools. Built in-house on an AWS-native architecture using Amazon Bedrock, Flo ensures enhanced security and functionality, reflecting Intelliflo’s commitment to customer-led innovation in the advice industry. This development positions advisers for improved efficiency and client service.
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