Intelliflo, the cloud-based technology platform for financial advisers, has rolled out over 300 customer-driven updates through its Customer-Inspired Change programme.
Launched in October 2022, this initiative has brought an average of three updates per week.
The Customer-Inspired Change programme invites intelliflo office users to propose enhancements, which the broader customer community then votes on.
This collaborative model has been key to shaping the platform, with the aim of ensuring updates tackle the real-world challenges financial advisers face.
“By involving our customers in shaping the future of intelliflo office, we ensure our platform evolves in ways that directly benefit them,” said Richard Wake, chief customer officer, UK & AU.
“User feedback is essential to meaningful progress. In just two years, we have completed over 300 updates based on customer insights, each aimed at improving user experience and adviser efficiency.”