Rosemount integrates Intelliflo Office as CRM provider

Financial planning network Rosemount Financial Solutions (IFA) has integrated Intelliflo Office (IO) as its customer relationship management (CRM) provider for member advisers.

Software provider Intelliflo develops tools aimed at improving financial advisers’ efficiency and transparency when delivering services to client.

Its Office CRM integrates agentic AI, which constantly runs in the background to scan for anomalies, prepare advisers for client reviews, and flag key insights.

Rosemount has been working with Intelliflo over the past nine months to tailor the system to suit the requirements of its individual advisers and avoid a ‘one-size-fits-all’ approach, which it said had led to issues in the past with other network systems.

The group said that this meant the CRM could be personalised to provide what each adviser needed.

Its partnership with Intelliflo follows Rosemount’s launch of ProCeding, an AI-based ceding scheme tool, and an AI-powered financial promotions tool aimed at speeding up promotion approvals for members.

“As a network, we understand the value and opportunities presented by working with the right technology providers, which is why this partnership with Intelliflo makes so much sense,” said Rosemount Financial Solutions (IFA) CEO, Ahmed Bawa.

“The Intelliflo office system is outstanding in its own right, with regular improvements introduced which will support our advisers.

“But it also offers a high-level of customisation, with an open API architecture which means advisers can utilise a range of third-party tools, as well as our own internally developed tools, to deliver streamlined, bespoke advice journeys at an individual level.

“It’s a system that works well for both financial advisers and mortgage advisers, which lines up perfectly with how we work at Rosemount.

“This year we have introduced a series of technology-based enhancements for our members, and will continue to pinpoint ways in which we can support them in delivering high quality, personalised financial advice.”

Intelliflo CEO, Nick Eatock, added: "We're delighted to be the technology partner for Rosemount, one of the fastest-growing networks in the UK.

“It's been really pleasing to see them use the core functionality available on Intelliflo office to support both their wealth and mortgage advisers, while also making full use of our extensibility options to add their own innovations.

“Rosemount are a fantastic example of a firm embracing technology to ensure their members can work in an efficient and compliant way, while offering their clients a first-class, personal and digital experience. We look forward to supporting Rosemount's continued growth.”

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