intelliflo office (IO) Live Interactive Online Training

We have offered blended Training to our Clients for many years and a big part of this approach has been to deliver “Private” Training Online (remotely). With the changes we have all had to manage with Covid 19, we are now pleased to announce the extension of our ‘BitesizeTM’ Online (sometimes referred to as virtual) intellifo office (IO) Training Sessions through our website with “Public” Online Training. These are set agendas based on popular attendances previously, and are now available for you or your team to register and reserve your place, which is on a first come first served basis.

Objectives of BitesizeTM sessions

These sessions are designed to help users of intelliflo office (formerly Intelligent Office) – referred to as IO – build on their experience and use of IO, in a specific area around the capacity of the system. In all cases we relate the areas working on to help each delegate achieve more from their use of IO in their daily roles.

We will also share best practices, hints and tips to optimise the use of IO more slickly where ever possible and gain more value from supplier licence fees.

The public agendas will outline the areas we will cover in the‘BitesizeTM’ session of up to 1 hour, so it does not “bite” into your day, but you can use elements immediately to save time and get more from your use of IO.

Who should attend and why?

The courses are designed for Roles in Financial Services in the main aimed at but not exclusive to:-

Advisers, Administrators, Paraplanners, Office or Operation Managers. There are areas which relate to “Compliance” but Compliance Team members and Managers may be suited to arranging a separate “Public” or “Private” agenda. Please let us know if you wish to benefit from more specific “Compliance” Training on IO. I wish to discuss Compliance Training in IO – [email protected]

In terms of User experience in IO, we have elements to suit both existing users and less experienced users. Sometimes they serve by way of a refresh, or reminder to reaffirm you are getting the best from the system, or learning new “quick wins”, where we hear quite often –

I didn’t know that I didn’t know that” or “I forgot about that“…

Attending the BitesizeTM sessions will:-

  • Help you to understand existing areas perhaps a little better, or learn new areas of IO which you may have not been aware of
  • Help to understand the capacity of IO
  • Help you to get better use from IO to help manage your processes
  • Help you to save time
  • Give you a blended learning approach
  • Give you the chance to share ideas and ask questions with fellow attendees
  • You will know that the duration will be a maximum of 1 hour of your valuable time, so it will not “bite” into your day.
  • Help you because sometimes – You “don’t know” what you “don’t know”

What you need to know


Registration – We close registrations 15 minutes before the start time to ensure all attendees are settled in before a prompt start. Should you have registered after this time, and unable to enter the session, then please email [email protected], and we will re-arrange your session or arrange a refund if necessary.

Attendance – Numbers are limited for comfort and effectiveness of delivery, depending on the complexity or simplicity of the areas being covered, and will be on a first come, first served basis.

Please note – Gototraining® must be run outside “Citrix” or any other “hosted” environment, to ensure all audio, and functionality is available.

To view the upcoming agendas, cost, current dates available simply view here – Bitesize and then complete the registration form and simple payment process. Sessions are “Bitesize” and will be a maximum of up to 60 minutes in duration.

You are welcome to book any number of sessions you would like to attend by way of a refresh and remember, Each session you attend, qualifies for structured CPD in the usual way.


Pre attendance – Booking Confirmation and joining instructions – After selecting the registration button form and completing the electronic booking form, and following a successful payment process, you will receive a confirmation email from the platform we deliver the BitesizeTM training sessions in from GoToTraining®. Please check your email spam in box and add this provider to your safe list if required, as this will contain your joining instructions (unique to you). It will also include information on how to test your device settings before the session. Please follow these instructions before the session starts, to make for a more effective experience for all those attending and to avoid any potential visual or audio connection issues – thank you in advance.

Post attendance – You will receive your Certificate of attendance by email shortly after the event by email from GoToTraining ®

Please also check any communication reminders you receive , as should there be any amendments , you will be notified in the automated reminders from GoToTraining®.

What other Clients say

“Great session – thanks for all your insight and breaking down all the options available to us. Very friendly and informative”

“I feel a lot more confident in using IO to not only create business but in using the system to improve future efficiency”

“Training is an excellent means of getting better at the use of I/O and the tasks needed”

“A good reminder for me, as I’ve not added many pieces of new business to date. Eileen’s explanation of using the ‘all tasks and appointment’ icon will help save time when submitting business in the future”

Cancellation policy

Should you be unable to attend your booked and paid for session, your options are as follows:-

1. Cancel your place before start of the session, by selecting the button at the bottom of your confirmation email sent to you by GoToTraining®  – this will automatically withdraw your seat so that we can reissue it to anyone who is waiting. Please note! – you will need to contact us to arrange your alternative session by emailing us at – [email protected]

2.To request a refund for the cost of your registration fee which reserves your place, please again contact us at [email protected]

Please refer to our full terms and conditions in our Terms of Service.

Please allow 3-5 working days from receipt of your request, for a refund to be processed.

Contact us:

*We also deliver “Private bespoke Bitesize” sessions. Should you wish to find out more, or wish us to design a bespoke private agenda with you and/or your team, just drop us a line here at :-[email protected] , or call us on 0121 357 5944, and we will be happy to chat with you regarding your requirements.

We look forward to welcoming all new and previous attendees to our “BitesizeTM” Virtual intelliflo office Training sessions

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