Intelliflo- The new outsourcing: why advice firms are increasingly turning to technology
From onboarding and account admin to data capture and client servicing, digitisation is enabling advisers to reclaim time and focus instead on delivering value. AI-based services are now flourishing to reduce friction in processes even further. Outsourcing in this way, not to third parties but to technology, is fast becoming a business necessity across the sector in 2025. Find out more here.
