How it works
We work inside your systems. You keep full control.
No new platforms. No data migration. Our relationship managers log into your Intelliflo, follow your processes, and document everything in your back office.
Onboarding and integration
We connect to your Intelliflo instance and learn your firm's review process, templates, and compliance requirements. No data migration. No new systems. We work inside yours.
What this includes:
- ✓Access to your Intelliflo back office
- ✓Review of your existing templates and processes
- ✓Compliance framework alignment
- ✓Dedicated relationship manager assigned
Client segmentation
We work with you to identify the client segment for outsourced reviews. Typically these are clients below your commercial review threshold who still need annual contact under Consumer Duty.
What this includes:
- ✓Analysis of your client book by revenue band
- ✓Identification of long-tail segment
- ✓Agreement on review scope and frequency
- ✓Priority scheduling based on review dates
Structured annual reviews
Our relationship managers conduct each review following your process. Every review is documented, every outcome recorded, every file noted in your system.
What this includes:
- ✓Client contact and review scheduling
- ✓Structured review conversation
- ✓Full documentation in your back office
- ✓Consumer Duty evidence captured
Escalation and handover
Roughly 10% of reviews surface something that needs adviser attention. We flag it, brief it, and hand it over with full context. The other 90% are handled without touching your advisers.
What this includes:
- ✓Clear escalation criteria agreed upfront
- ✓Briefing document for each escalation
- ✓Warm handover to your adviser
- ✓Revenue opportunity from escalated clients
Ready to start?
Most firms are live within 2-3 weeks of first contact. No long implementation projects.
Book a call