Training on-demand
Working with clients
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Form header 2
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Form header 3
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We will show how to add client records and when to use the client actions menu to carry out key actions. We will also navigate the client record to identify the information you can capture.
Pre-requisite knowledge/webinar: None
Recommended for: All users
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
Segmentation not only supports providing the right products and services to clients, it also supports consumer duty requirements. We will share multiple ways of achieving this and how it feeds into other capabilities.
Pre-requisite knowledge/webinar: Updating client records
Recommended for: All users
We will demonstrate how to add documents and organise within your client record. We will discuss the benefits of using the personal finance portal to enhance security when sharing documents, and how to configure document settings and the library.
Pre-requisite knowledge/webinar: Adding & navigating clients
Recommended for: All users
We will outline our recommendations for managing your client reviews, and resulting in how 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
Find out which areas within clients can be configured to suit your organisation needs. This includes adding your own client service statuses, capturing the source of your clients, adding your data protection policy, and configuring the client dashboard.
Pre-requisite knowledge/webinar: Adding and navigating clients
Recommended for: System administrators
We will focus on how to create mail merge templates that will allow you to create letters for your clients in bulk and merge client data. We will walk through each step so you can create your own within your organisation.
Pre-requisite knowledge/webinar: None
Recommended for: System administrators
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.
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.
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.
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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