TALK: Using Technology to Maximise Engagement with Older Clients (featuring intelliflo)

Our TALK events take place monthly and are conducted in a Q&A style, allowing delegates to share thoughts and opinions. During each session, we actively encourage attendees to get involved by asking questions and discussing best practices.

What are we talking about?

In this session, intelliflo will showcase the many ways you can use technology to help support your older clients and stay connected with them remotely.

You’ll also discover why older clients are just as likely to interact with you via technology as younger clients, with technology adoption over the past year increasing across all age groups.

In their presentation intelliflo will briefly introduce you to their business management system (intelliflo office) and their client portal (personal finance portal), to demonstrate how their integrations can enable you to:

  • Data management: Improve the accuracy of data collection with older clients by gamifying the fact find process, and save you significant time across the advice journey by removing the need to rekey data.
  • Security: Improve the ways you record and look after your more vulnerable clients in a secure way within intelliflo office.
  • Paperless world: Move your business to a paperless, fast and compliant future using DocuSign’s electronic client signature functionality.
  • Connecting online: Plus, top tips on how to securely engage with older clients regularly, in a time-efficient, cost-effective and fully compliant way using co-browsing technology.


Jul 13 2023


11:00 am - 12:00 pm


The Verve Group


The Verve Group
01325 952116
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