Intelliflo Office
Since 2010, Informed Training has been at the forefront of providing expert, hands-on training for leading Financial Services CRM systems, including Intelliflo Office (formerly Intelligent Office).
Our Unique Approach
We specialise in:
- Live system training with dual mouse control
- Bespoke sessions tailored to your specific setup and needs
- Real-world case studies relevant to your business
Whether on-site or via secure remote access, we ensure you are learning in your actual working environment and our training emphasises critical system components which drive efficiency and Compliance.
Core System Optimisation
Our training emphasises essential components which drive efficiency, compliance, and business growth:
- Tasks and Workflow Management: Ensuring comprehensive process control and preventing oversights
- Compliance and Audit Trails: Implementing robust systems for regulatory adherence
- Customised Processes: Tailoring the system to match your unique business needs and workflows
- Data Integration: Maximising the use of centralised data to reduce duplication and improve decision-making
- Reporting and Analytics: Leveraging system capabilities for insightful business intelligence
We focus on practical, hands-on training that helps you unlock the full potential of your CRM system, addressing your specific business challenges and goals.
Why Choose Informed Training?
We have over 20 years of experience in Financial Services Professional roles, both in Administration and as an Adviser. and since setting up Informed Training in 2010, delivering CRM & back office training-working & collaborating with all roles in the Financial Services Profession-including Advisers, Paraplanners, Operations, Administrators, Compliance and more.
Informed Training joined the Intelliflo Certified Partner Programme at its inception in 2022 and have remained certified since.
Benefits of our Training
We provide practical, hands-on training and we focus on working in live systems, and around features that deliver real business value.
Our tailored approach will help you:
- Streamline processes and reducing input errors for better decision making
- Improve compliance and audit trail management
- Enhance team adoption, consistency and maximise the return on your CRM/Back Office licence investment.
Whether you are new to your CRM or looking to optimise your usage, our expert training & collaboration will help you unlock its full potential and drive your business forward!
Contact us today to discuss how we can help you get the most out of your Financial Services CRM.
