intelliflo

Overview

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Bringing together leading providers in the financial services sector.

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Problem context

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The industry is more competitive than ever and quickly moving towards end-to-end solutions for financial advice.

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How could we...

Deliver a seamless advisory experience that could meet the demand from customers and end-investors.

Defining success

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01. Open and integrated

Selecting the right integrations and pro-actively modifying their offering to better serve themselves and their customers.

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02. Making the complex, simple

Create a more end-to-end solution, paired with a better user design and functionality to ensure a seamless experience.

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03. Bright and bold identity

Apply a distinctive look and feel for their brand - helping intelliflo stand out from it’s competitors and driving relevance and engagement with customers.

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04. intelligence in action

Draw on a wealth of expertise and knowledge, unmatched in the industry, and use insights, solutions and  services to deliver intelligent tools.

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Results

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58%

Increase in website traffic

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23.5k+

Engagements

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