Adviser technology provider intelliflo recently underwent a major rebrand. The firm’s CEO Nick Eatock talked to Financial Planning Today about the major changes and his plans and why he believes we are entering a new digital era of financial advice.

In the latest edition of Financial Planning Today Magazine, Mr Eatock told editor Kevin O’Donnell how intelliflo’s customers are looking for a seamless advisory experience and how that has been the driving force behind the firm’s decision to come together under one brand in order to offer customers a broader range of end-to-end solutions that span the advisory lifecycle.

Mr Eatock added that the Coronavirus pandemic has led to a huge increase in digital engagement as Financial Planners realise new ways of creating everyday efficiencies.

He said: “We’ve noticed a real change in the way we use technology to run our own business. A lot of our support interactions with our existing customers has moved to live chats which, at the start of the pandemic made up around 10% of our communications, and now makes up over 50%.”

Mr Eatock added that 53% of intelliflo’s Financial Planning customers expect there will be more clients seeking advice, compared to just 3% who think there will be fewer.

He said: “I believe we’re now looking ahead at a new digital era of financial advice. When we spoke to our customers in March, nearly half reported an increase in clients in the last year, with more than a third saying that technology has enabled them to service clients in different locations.”

Nick Eatock is chief executive of fintech intelliflo.

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