3 March, 10am (GMT)

Find out which areas within leads can be configured to suit your organisation needs. This includes pipeline management, capturing the source of leads, and tailoring your data protection policy.

Pre-requisite knowledge/webinar: Adding and navigating leads

Recommended for: System administrators

8 March, 10am (GMT)

You may need to record commission clawbacks from a provider or make an adjustment after month end. We will demonstrate how to tackle this across common scenarios and explore the consequences on your reporting if not done correctly.

Pre-requisite knowledge/webinar: Prior experience of reconciling income using intelliflo office

Recommended for: Income managers

15 March, 10am (GMT)

We will explore a client record and how to update data, recognise the purpose of each client tab and explain how client data is exchanged via the personal finance portal.

Pre-requisite knowledge/webinar: Adding and navigating clients

Recommended for: All users

17 March, 10am (GMT)

We will outline our recommendations for managing your client reviews, and resulting in how to review data feeds into reports. Furthermore, how to identify missing client reviews to tidy up your data.

Pre-requisite knowledge/webinar: Adding and navigating clients

Recommended for: All users

24 March, 10am (GMT)

You will discover the benefits of using the fact find along with navigation hints and tips. We will demonstrate how it interacts with key areas including the personal finance portal. The journey will follow the 5 steps to ensure your fact find is compliance ready.

Pre-requisite knowledge/webinar: Updating client records

Recommended for: All users

29 March, 10am (BST)

We will explore how to record employment details, assets & liabilities, budgeting and mortgage details within the fact find. We will also share answers to frequently asked questions relating to these areas.

Pre-requisite knowledge/webinar: The fact find journey

Recommended for: All users

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

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