Intelliflo is launching two AI apps for the first time, as it pledges ‘100% commitment’ to the UK market.
At its annual conference today the adviser back-office provider announced the launch of a new assistant service, which aims to cut down advisers’ manual work when signing up new clients and doing annual reviews.
The app uses imaging and audio AI to convert handwritten notes, audio files and PDFs into updates on client fact-finds, emails and client-facing documents.