intelliflo - On Demand Webinars: Managing Compliance

Training on-demand

Managing compliance

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office

Free up time

to focus on
your business

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Introduction to using compliance - post advice checking

We will guide you through the process of recording file checks (post advice) and how to deal with remedial work.

Pre-requisite knowledge/webinar: Processing new business - Configuring lifecycles & rules

Recommended for: Compliance managers

Configuring compliance post advice

We will show you the steps as to how you can configure the compliance area to work efficiently for you. This is designed for post advice checking.

Pre-requisite knowledge/webinar: Introduction to using compliance - post advice checking

Recommended for: Compliance managers/System administrators

Using Repeaters

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Pre-requisite knowledge/webinar: xxxx

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Using Prompts

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Creating a letter of authority template

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Pre-requisite knowledge/webinar: xxxx

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Creating a fact find

Coming soon...

Creating invoices

Coming soon...

Personalising suitability reports

Coming soon...

Understanding variables

Coming soon...

Document Designer: Creating signatures

23 June, 2pm

You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.

Recommended for: individuals who build templates using Document Designer.

Best practice: Recording a top up and Bed & ISA

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.

Document Designer: Creating invoices

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.

Creating UDMI reports

29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

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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