18th August 2026
The network has spent nine months configuring the CRM for its mortgage and financial advisers.
The network has spent nine months configuring the CRM for its mortgage and financial advisers.
Advisers’ use of AI has jumped 31 percentage points, but 75% still feel limited by their current processes, intelliflo’s 2026 UK Advice Efficiency Survey reports.
intelliflo IQ automatically syncs with more than 190 fields in intelliflo office.
The transaction includes intelliflo’s US-based subsidiaries.
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