By Miles Reucroft • Mar 29, 2018 11:13:17 AM
Following the third meeting of Intelliflo’s GDPR Customer Working Group, which represents around 2,000 UK-based advice firms, a paper has been published that tackles how firms should deal with the consent and privacy notice sections of the new regulation, which comes into force on 25 May 2018.
By Miles Reucroft • Mar 7, 2018 2:34:59 PM
Intelliflo’s new iO Store has been enhanced with the integration of DocuSign’s Digital Transaction Management (DTM) platform and eSignature service, enabling advisers and their support teams to obtain online signatures for essential documents quickly, efficiently and securely via the online app.
By Miles Reucroft • Feb 15, 2018 10:00:00 AM
Intelliflo has collaborated with Brookland Computer Services, a specialist technology solutions and advisory firm with 20 years’ experience working for regulated clients in the financial services and legal markets, to produce a comprehensive GDPR toolkit ahead of the new regulation coming into force on 25 May 2018.
By Miles Reucroft • Jan 2, 2018 10:04:20 AM
Intelliflo’s GDPR Working Group is urging advisers to exercise caution in managing their data when preparing to comply with new GDPR rules that come into effect on 25 May 2018. Active decisions are required about deleting or keeping data and the options are far from straightforward.
By Miles Reucroft • Dec 11, 2017 9:32:15 AM
MiFID II and the General Data Protection Regulation (GDPR) have been the top two headaches for advisers during 2017, according to a new survey by Intelliflo.
By Miles Reucroft • Sep 27, 2017 9:00:00 AM
Intelliflo has formed a working group comprising representatives from 11 major networks and advice firm customers to identify and solve challenges for financial advice firms arising from the forthcoming General Data Protection Regulation (GDPR).
By Miles Reucroft • Sep 5, 2017 9:18:36 AM
Usage of social media by UK advisers continues to increase, according to Intelliflo’s fourth annual survey* into social media usage.
By Miles Reucroft • Aug 10, 2017 10:02:02 AM
Thomas Miller Investment (TMI), the independent specialist investment and wealth management firm has chosen Intelliflo’s Intelligent Office client relationship management system (iO) to support its wealth management business.
By Miles Reucroft • Jun 22, 2017 5:18:00 PM
Robo advice and large product providers going direct to clients continue to concern the majority of advisers, according to a poll carried out at the recent Intelliflo Change the Game conferences held in Manchester and London.
By Miles Reucroft • Jun 13, 2017 9:00:00 AM
The British Standards Institution (BSI) has awarded Intelliflo with ISO 27001 certification, an audited process that confirms the organisation adheres to information security best practice and delivers the highest standard of data security to its clients. It is certification that Intelliflo believes is essential to equip advisers with the necessary controls to meet the General Data Protection Regulation (GDPR) which is due to come into force in May 2018.
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