intelliflo's 2025 advice efficiency survey
21 July 2025
This year’s results show tangible progress in digital adoption and the use of AI, but according to our 238 respondents, critical inefficiencies, especially disjointed internal processes, fragmented systems, and resource constraints, continue to drag down overall performance. In fact, 96% believe their advice journeys aren’t as efficient as they could be.
Read the full article to uncover how firms are tackling inefficiency, adopting AI and digitising more and more processes.
