Online training
webinars in September
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6 September, 10am
This webinar will show the benefits of using lead records, how to add them singly or in bulk, and using the actions menu to navigate effectively.
Level: foundation.
Recommended for: all users.
7 September, 10am
Here we will show best practice when updating a lead record, key tab functions within a lead record and how information feeds into the client record.
Level: foundation.
Recommended for: all users.
9 September, 10am
This interactive webinar will explain which lead functions can be customised and we'll demonstrate how to configure each area to suit your needs.
Level: intermediate.
Recommended for: system administrators.
13 September, 10am
Here we explore the benefits of client records and how to use them. We will create a new client record and discuss key areas of navigation.
Level: foundation.
Recommended for: all users.
14 September, 10am
During this interactive webinar, we will show how to update a client record, read key tab functions and exchange client data via the Personal Finance Portal.
Level: foundation.
Recommended for: all users.
16 September, 10am
Here we will demonstrate which client functions can be customised and how to configure each area, to suit your organisation.
Level: intermediate.
Recommended for: system administrators.
20 September, 10am
Here we will show best practice for managing client reviews, how review data feeds into key reports, and how to identify & avoid missing clients' reviews.
Level: intermediate.
Recommended for: all users.
21 September, 10am
This introduction to the fact find will cover the benefits and how the fact find interacts with other key areas including the Personal Finance Portal. We will look at navigation and how to complete and finalise the fact find.
Level: foundation.
Recommended for: all users.
23 September, 10am
This interactive webinar will explore how to record employment details, assets & liabilities, budgeting and mortgage details within the fact find.
Level: intermediate.
Recommended for: all users.
27 September, 10am
Here we will explore how to record protection details, retirement & investment information and estate planning within the fact find.
Level: intermediate.
Recommended for: all users.
28 September, 10am
Here we will see how to customise the fact find, including your company logo and address, adding your own fact find questions and general fact find settings.
Level: advanced.
Recommended for: system administrators.
30 September, 10am
During this interactive webinar we will see how to customise the fact find, including creating your own attitude to risk template and adding your own data protection statement/s.
Level: advanced.
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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We have even more training webinars scheduled in the coming months to help you with more aspects of intelliflo office!