intelliflo

skippeddiscovery score 70

Disqualified — not a prospect. intelliflo is a major enterprise-scale financial software provider backed by Carlyle with over 29,000 advice professionals across the UK and Australia, far exceeding the target small business size limit of 1-50 employees. No emails are generated for this lead and sending is disabled.

intelliflo provides practice management and financial advice software for financial advisers (IFAs) and advisory firms across the UK and Australia.

Financial Software / WealthTech · United Kingdom · en · unknown · WordPress, Google Tag Manager

Signals (1)

no chat widgetconfidence 1.00
“Chat widget present: no chat widget detected.”e1 · crawl:technologies

Pain hypotheses

Financial advisers face high administrative burdens and costs when managing client fact-finding, reporting, and investment rekeying across disparate systems.
e2

Personalization hooks

Noticed Carlyle's backing and that intelliflo supports over 29,000 advice professionals representing £505bn in assets under advice.
e3
Saw the upcoming launch of intelliflo Next Gen and intelliflo IQ assistants aimed at cutting cost-to-serve by up to 85%.
e4

Contacts

role_email[email protected]· About page
phone0330 102 8400· Contact page
socialhttps://www.linkedin.com/company/intelliflo/· JSON-LD
socialhttps://x.com/IntellifloLtd· JSON-LD
socialhttps://www.facebook.com/intelliflo/· JSON-LD

Email sequence (0)

No drafts yet

Drafts appear once the run's email stage has processed this company.

All evidence (4)

“Chat widget present: no chat widget detected.”e1 · crawl:technologies
“Remove rekeying, improve outcomes and reduce admin time by investing and managing your clients’ portfolios directly from intelliflo office.”e2 · https://www.intelliflo.com/
“Today, intelliflo supports over 29,000 advice professionals, representing around £505 billion in assets under advice and serving more than 2.2 million clients.”e3 · https://www.intelliflo.com/about/
“Cut your cost-to-serve by up to 85% with our AI assistant. Get started today with the intelliflo IQ engagement assistant.”e4 · https://www.intelliflo.com/