Summary
What this article covers in 30 seconds
- Recordsure extended its collaboration with intelliflo to Australia.
- Document Intelligence became available to Australian intelliflo clients through the intelliflo store.
- intelliflo supports more than 30,000 financial professionals globally.
- The Australian launch followed integration with intelliflo office and the UK intelliflo store in January 2024.
Recordsure extended its collaboration with financial advice technology provider intelliflo to Australia. Recordsure’s Document Intelligence suite became available to intelliflo’s Australian clients through the intelliflo store in Australia.
intelliflo supports more than 30,000 financial professionals globally through its flagship financial advice software and business management resource, intelliflo office.
Document Intelligence for Australian clients
The move made Recordsure’s Document Intelligence AI-powered analytics tools available to Australian intelliflo customers for the first time. It followed the suite’s recent integration into intelliflo office and the UK version of the intelliflo store in January 2024.
Recordsure’s offering comprises Conversation Intelligence and Document Intelligence for speech recordings and documents. The tools give wealth management firms a smarter, faster and more cost-effective method to monitor, review and evidence client advice.
intelliflo’s software architecture
intelliflo uses open software architecture and industry experience to simplify a complex digital landscape. It offers wealth management firms advisory solutions in one place, supporting firms across each stage of the advice lifecycle.
Frequently asked questions
Recordsure extended the collaboration to Australia by adding Document Intelligence to the intelliflo store for Australian clients.
intelliflo supports more than 30,000 financial professionals globally through intelliflo office.
Conversation Intelligence supports speech recordings and Document Intelligence supports documents.