In recent years, the financial advisory workflow has undergone a significant transformation. Advisers meeting clients and paraplanners preparing reports have increasingly turned to AI-driven platforms to automate repetitive tasks and maximise speed in their processes. Whether it’s transcription, suitability report creation, or meeting note generation, automation tools have become essential for streamlining operations and improving client outcomes.

Despite these advancements, a critical gap remains: the manual entry of fact-finding data into CRM systems, a time-consuming and error-prone process. This inefficiency often disrupts the seamless flow of advisory workflows, creating unnecessary delays.

Manual Data Updates: A Persistent Challenge

The bridging process between client meetings and actual report generation for advisory, CRM fact-find updating is yet mostly manual. Advisers or their assistants often have to sift through meeting notes, extract relevant information, and enter it into CRM systems like intelliflo office.

This task not only adds hours to their workload but also increases the risk of errors. As firms adopt automation tools to save time, the manual entry of fact-find data remains a bottleneck in achieving a truly streamlined advisory workflow.

Introducing the AdvisoryAI-intelliflo Integration

Imagine a world where every piece of client information—from meeting notes to financial vulnerabilities—is automatically updated into the CRM with a single click. No manual data entry, no missed details, just a seamless flow of information. This ideal scenario is now a reality with the new AdvisoryAI integration with the intelliflo office.

This integration addresses one of the most time-consuming tasks in the advisory workflow: manually updating CRM fact-finding fields. By combining AdvisoryAI’s advanced automation capabilities with intelliflo’s robust CRM platform, it creates a streamlined connection that eliminates inefficiencies and enhances accuracy.

The AdvisoryAI-intelliflo integration offers two key features:

1. Pull Integration: Instantly extract client data stored in intelliflo into AdvisoryAI, ensuring meetings and documentation are faster and more efficient.

2. Push Integration: Automatically pushes all key information discussed with a client, back into intelliflo, completing the advisory process with ease and precision.

With this seamless flow of information, the integration doesn’t just save time—it enables advisers and paraplanners to focus on delivering exceptional client outcomes while maintaining the highest standards of accuracy and compliance.

How Pull Integration Works

The pull integration simplifies new client onboarding easier by allowing users to:

• Instant Client Access: Get complete client details from intelliflo with a single click.

• Auto-Populated Fact Find: Automatically import personal details, financial data, and vulnerabilities into AdvisoryAI.

• Error-Free Data Entry: Eliminate manual input and reduce the risk of errors by pulling accurate information directly from the source.

• Seamless Report Preparation: Simply search for the client’s name in AdvisoryAI to instantly pull up fact-find fields, ensuring meeting notes and reports are built on up-to-date information.

For example, when an adviser is preparing post-meeting documents, they simply search for the client’s name in AdvisoryAI, and all relevant fact-find fields are instantly pulled from intelliflo. This ensures that meeting notes and reports are built on accurate, up-to-date information.

How Push Integration Works

After client meetings, the integration streamlines post-meeting workflows:

1. Generate Meeting Notes: Evie transcribes and structures meeting notes, capturing key details.

2. Review & Edit: Users review the notes to ensure accuracy and make necessary edits.

3. Update intelliflo: With one click, push the updated fact find fields—complete with client vulnerabilities, financial updates, and personal details—directly into intelliflo and within AdvisoryAI too.

This seamless process ensures all information is stored in the correct CRM fields, reducing the risk of omissions and saving hours of manual effort.

Common Misconceptions About Automated CRM Updates

Despite the efficiency of automation, some misconceptions persist:

• “Automated systems miss critical details.”
  One of the most common misconceptions is that automation of fact-find updating might be prone to the risk of missing important information from recordings or transcriptions.

• “Not all CRM fields are updated automatically.”
  Due to differences from platform to platform, a few fields might not be automatically updated.

• “Data accuracy cannot be guaranteed.”
  Auto-filling CRM fields can sometimes result in inaccuracies, such as mismatched entries for similar fields.

These misconceptions often stem from outdated perceptions of automation, which the AdvisoryAI-intelliflo integration is poised to change.

Advantages of the AdvisoryAI-intelliflo Integration

The integration between AdvisoryAI and intelliflo is built for efficiency and precision:

• AI Trained for Advisory Language & Dialects: The AI model understands and identifies different regional dialects across the UK and Ireland ensuring accurate transcription and extraction of critical information.

• Alignment with intelliflo Templates: AdvisoryAI mirrors the same fact-find fields and templates as intelliflo, ensuring no details are missed or require manual intervention.

• Enhanced Review Capabilities: Clearly generated meeting notes and summaries allow for easy verification of fact-find data before pushing it into intelliflo.

• Minute Detail Capture: The AI is trained to pick up subtle client-specific details, ensuring high-quality data entry.

This integration doesn’t just save time—it raises the bar for accuracy and compliance in financial advisory workflows.

Why Client Vulnerabilities Matter

Understanding client vulnerabilities is critical for delivering personalised financial advice. Evie’s advanced machine learning capabilities ensure:

• Accurate identification of health and financial vulnerabilities.

• Seamless integration of this sensitive information into the fact-find fields.

• A robust foundation for advisers to build compliant and empathetic financial plans.

Bridging Advisers and Paraplanners

Advisers or their assistants often spend hours manually updating CRM fields, creating a bottleneck in the workflow. The AdvisoryAI-intelliflo integration eliminates this middle activity by automating fact-find updates.

This enhanced workflow empowers advisers to focus on strategic planning while paraplanners generate reports without delays. It’s a true bridge between efficiency and collaboration.

Conclusion: A New Era of Productivity

The AdvisoryAI-intelliflo integration marks a significant leap forward in financial advisory workflows. By automating CRM updates, it saves time, enhances accuracy, and allows advisers to focus on what matters most—delivering exceptional client outcomes.

Embrace the future of advisory workflows with AdvisoryAI. Contact us today to learn more and experience the power of seamless integration.