Fragmented technology and the lack of a joinedup approach is incredibly frustrating . Yet although moving to a modern business management system can improve efficiency and better support regulatory compliance , some firms worry about the upheaval of changing technology , especially when it involves migrating client information .
But switching your business management system doesn ’ t need to be painful . With intelliflo ’ s expert help , we can manage the process effectively , so you can start reaping benefits as soon as possible . As Attivo ’ s Chief Risk Officer Ian Plumpton said following the firm ’ s move to intelliflo office : “ CC has lots of experience in migrating from a myriad of other platforms in the sector and that experience is really valuable to our own business because we can then transition new businesses into ours very smoothly .”
Here ' s how we can support you and make sure that switching to intelliflo office is as stress-free as possible .
1 . Expert data migration
In today ’ s Consumer Duty world , it ’ s crucial that the client data you hold is accurate and accessible , so you can not only deliver suitable advice to your clients , but also evidence good practice to the regulator . We make sure that the data imported into intelliflo office is in good shape so you can use it effectively .
You don ’ t need additional resources devoted to data migration , although it helps to involve people with good knowledge of the data and a basic understanding of Excel . Our specialist team can help resolve common errors such as cleansing policy numbers , normalising provider names , formatting national insurance numbers , checking for duplicates and highlighting missing information . While we ’ re working on extracting and cleansing your client data , you can continue business as usual , using your old system on a read-only basis and adding new clients to intelliflo office .
Within intelliflo office , mandatory data fields , dropdown lists , customisable workflows and single data entry will ensure that all new data added to the system is accurate and complete the first time .
2 . The right support at the right time
Once your client data is ready , we guide you through a proven onboarding process , structured around your firm ’ s specific objectives , to make sure implementation runs as smoothly as possible . This includes regular communications , training to help you maximise intelliflo office ’ s features and ongoing support once the technology is live .
We ’ re also committed to evolving our technology to meet your needs . Our customer-inspired change programme allows intelliflo office users to put forward suggestions for improvements which all customers can then vote on . This makes sure our customers play a significant role in the ongoing development of our technology .
3 . Reaping the benefits of better data
With clean , accessible data you can make the most of intelliflo office ’ s automated and straight-through processes , while our powerful management information ( MI ) reporting will help generate valuable insights into your business .
From day one , intelliflo office can deliver improved business efficiency , removing the pain of rekeying information and correcting errors , and supporting a better client experience . Giving you more time to focus on the human aspects of advice that clients value most .
You ’ re in safe hands
Over the past two decades , we have expertly migrated over 2,200 firms to intelliflo office , so we understand the reality of the experience for businesses of all shapes and sizes . We know that moving your business management system is a major undertaking for any firm , so work hand in hand with your team to make sure the transition is as smooth as possible .
We ’ re here to do the hard work for you , helping you unlock your data to deliver a better client experience , greater business efficiency and more robust processes , while supporting and evidencing good client outcomes .
OFFER
Migrate your data to intelliflo office for free
Contact our Adviser Technology team at siphelp @ simplybiz . co . uk for details of this offer .
November 2024 | 11