Intelliflo Launches AI Advisory Tools, Commits Fully to the UK Market

Intelliflo has introduced two AI applications, committing fully to the UK market. Announced at its annual conference, the new assistant service is designed to streamline the process for advisers, reducing manual effort associated with onboarding new clients and conducting annual reviews. The app utilizes imaging and audio AI technologies to transform handwritten notes, audio recordings, and PDFs into updated client fact-finds, emails, and other client-facing documents. This innovation aims to enhance efficiency within the adviser back-office sector.

Source link