We’re delighted to announce that we’ve extended our collaboration with financial advice technology provider intelliflo to Australia.
Recordsure’s innovative ReviewAI suit is now available to intelliflo’s Australian clients as we extend our collaboration with financial advice technology provider intelliflo with the addition of our ReviewAI suite to the intelliflo store in Australia.
intelliflo currently supports more than 30,000 financial professionals globally through its flagship financial advice software and business management resource, intelliflo office.
The latest move will make Recordsure’s ReviewAI AI-powered analytics tools available to Australian intelliflo customers for the first time and follows the suite’s recent integration into intelliflo office – as well as the UK version of the intelliflo store – in January 2024.
Comprising two groundbreaking platforms, ConversationReviewAI and CaseReviewAI for speech recordings and documents, respectively, ReviewAI offers a smarter, faster and more cost-effective method for wealth management firms to monitor, review and evidence their client advice.
Leveraging open software architecture and an unmatched industry experience, intelliflo simplifies a complex digital landscape by offering wealth management firms the most transformative advisory solutions available on the market, all in one place – enabling firms to thrive and grow across every stage of the advice lifecycle.