List of intelliflo office Customers
Intelliflo Ltd
Wellington House 60-68 Wimbledon Hill Road,
London, SW19 7PA,
United Kingdom
London, SW19 7PA,
United Kingdom
44 84 5230 3700
Professional Services
200
$22M
Since 2010, our global team of researchers has been studying intelliflo office customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased intelliflo office for Professional Services Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using intelliflo office for Professional Services Automation include: Standard Life Aberdeen, a United Kingdom based Banking and Financial Services organisation with 4719 employees and revenues of $1.90 billion, Atkins Bland United Kingdom, a United Kingdom based Banking and Financial Services organisation with 27 employees and revenues of $4.0 million, Harding Financial, a United Kingdom based Banking and Financial Services organisation with 27 employees and revenues of $4.0 million, Cheltenham IFA, a United Kingdom based Banking and Financial Services organisation with 17 employees and revenues of $4.0 million, Jacksons Wealth Management, a United Kingdom based Banking and Financial Services organisation with 26 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using intelliflo office, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The intelliflo office customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Atkins Bland United Kingdom | Banking and Financial Services | 27 | $4M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2024 | n/a |
In 2024, Atkins Bland implemented intelliflo office to centralise practice management, client onboarding and a white label client portal across its UK business. The deployment positioned intelliflo office as the firm’s Professional Services Automation platform to consolidate adviser and administrative workflows and standardise client-facing services.
Configuration work emphasized client onboarding workflows, practice management modules and a branded client portal, with explicit use of document management capabilities inferred from the implementation details. On premise workflow logic was rebuilt inside intelliflo office to support task orchestration, case management and document lifecycle handling as part of core automation.
The program included a large data migration of circa 600,000 documents into intelliflo office, and operational coverage targeted adviser and back office administrative functions across the United Kingdom. Integrations are not detailed in source materials, so the technical scope foregrounds internal data consolidation and a centralised document repository within the Professional Services Automation deployment.
Governance emphasis focused on centralising practice operations and standardising onboarding and client servicing processes to improve adviser and admin efficiency across the UK business. Rollout sequencing and ownership specifics are not provided, the implementation narrative signals platform consolidation to support ongoing practice management and white label client portal delivery.
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Cansquared United Kingdom | Banking and Financial Services | 10 | $1M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2020 | n/a |
In 2020, Cansquared United Kingdom implemented intelliflo office to digitize client intake and enable remote client engagement across its UK practice. The deployment was a Professional Services Automation implementation that included intelliflo office and the client portal as central components of the new operating model.
The implementation configured the client portal and digital fact finds as primary engagement channels, eliminating paper fact finds and enabling advisers to complete remote onboarding workflows. The practice-management module within intelliflo office was configured to centralize client records, task management, and engagement tracking in line with typical Professional Services Automation functionality.
Rollout occurred in early 2020 across the firm’s UK operations, with process changes to shift adviser interactions to portal-driven flows and to codify client information to support succession planning. The case notes heavy use of the client portal and digital fact finds, and explicitly describes improved client responsiveness and strengthened succession planning as outcomes of the intelliflo office implementation.
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Cheltenham IFA | Banking and Financial Services | 17 | $4M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2025 | n/a |
In 2025, Cheltenham IFA reaffirmed its deployment of intelliflo office as its core Professional Services Automation platform. The 17 person UK financial advice firm maintains 16 user licenses for intelliflo office and after a formal review concluded that the depth of functionality and reliability of the Intelliflo platform remains the strongest fit for its client services and internal teams, Operations Manager Lindsay Wallace said we’re really happy to continue working with intelliflo and building on the platform we know and trust.
The implementation centers on typical Professional Services Automation capabilities, configured to support client lifecycle management, case and task workflows, appointment scheduling, document management, compliance recordkeeping and advisory reporting. intelliflo office is used to orchestrate advice workflows and operational task automation, with configuration focused on adviser-facing case management and operations-facing administration.
Operational coverage is firm wide, with the 16 user licenses assigned across advisory and operations functions, and platform stewardship led from the operations team. Governance is practitioner oriented, emphasizing configuration control, user provisioning, and ongoing vendor engagement to extend functionality rather than replace core processes.
Cheltenham IFA emphasized functionality depth and platform reliability as the rationale for continuing with intelliflo office, and positioned the vendor relationship as a foundation for incremental platform build out rather than a change of system or infrastructure.
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Harding Financial | Banking and Financial Services | 27 | $4M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2025 | n/a |
In 2025, Harding Financial deployed intelliflo office, implementing a Professional Services Automation solution to support advisory operations, client onboarding, and trade execution workflows. Harding Financial intelliflo office is positioned as the central advisory platform for the firm, aligning platform capabilities with day to day advice delivery and operational oversight.
The deployment emphasizes modules and capabilities common to Professional Services Automation, notably eAdviser scores for usage analytics and gamification, client engagement tools, and streamlined onboarding workflows. intelliflo office is configured to surface eAdviser scoring across adviser users, to highlight training needs and to encourage uptake through gamified performance signals.
Integrations are explicit in the implementation, with wealthlink and zerokey integrations enabling faster, safer trade execution and reducing manual input on transactional flows. Operational coverage is concentrated on Harding Financial’s advisory and operations teams across the United Kingdom, reflecting the firm’s 27 person structure and focus on adviser led client relationships.
Governance and process changes center on using platform metrics to monitor organisational health, enforce usage standards, and target training interventions based on eAdviser scores. Rollout practices include revisiting evolved system features post onboarding, and embedding feature reviews into regular operational cadence to preserve adviser centric service delivery.
Harding Financial reports outcomes that map directly to the implemented capabilities, including increased efficiency, reduced onboarding barriers, expanded reach, and lower operational risk through integrated trade execution. The use of eAdviser scores and gamification supports day to day governance and helps maintain a human centred approach to advice while automating repetitive operations.
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Jacksons Wealth Management | Banking and Financial Services | 26 | $4M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2010 | n/a |
In 2010, Jacksons Wealth Management implemented intelliflo office. Jacksons Wealth Management is a 26-person financial advice firm based in Penzance, United Kingdom, and the deployment targeted practice management and service delivery workflows aligned with the Professional Services Automation category.
Configuration work emphasized core Professional Services Automation capabilities, including client record management, workflow automation, scheduling and task orchestration, document management, and compliance-oriented reporting. intelliflo office was configured to centralize client data and standardize advice and case workflows so advisers and support staff could follow repeatable processes across client lifecycles.
The program began with an internal assessment of multiple systems and processes, which led to consolidation onto intelliflo office and the centralization of information flows across advisory and client services functions. Operational coverage focused on end-to-end client lifecycle management, from advice intake through ongoing reviews, reflecting typical Professional Services Automation operational terminology and process controls.
In 2021, CEO Pete Matthew identified that the firm was using only a portion of the platform and pursued full adoption of intelliflo office. The rollout was led internally with expanded user enablement and governance to embed standardized workflows and ongoing training, and the customer testimonial reports improved client service and a reduction of the working week to four days as a result of full platform adoption.
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Banking and Financial Services | 4719 | $1.9B | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2018 | n/a |
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Banking and Financial Services | 20 | $2M | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2023 | Jigsaw Tree |
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Buyer Intent: Companies Evaluating intelliflo office
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating intelliflo office. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating intelliflo office for Professional Services Automation include:
- Bain & Company, a United States based Professional Services organization with 22000 Employees
- Rq, a United Kingdom based Professional Services company with 95 Employees
- Crystal Financial Solutions, a United Kingdom based Banking and Financial Services organization with 15 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
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Bain & Company | Professional Services | 22000 | $7.5B | United States | 2026-05-12 |
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Rq | Professional Services | 95 | $10M | United Kingdom | 2026-04-16 |
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Crystal Financial Solutions | Banking and Financial Services | 15 | $2M | United Kingdom | 2025-07-18 |
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Banking and Financial Services | 485 | $161M | United Kingdom | 2024-12-17 |
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Leisure and Hospitality | 190 | $29M | United Kingdom | 2024-07-18 |
FAQ - APPS RUN THE WORLD intelliflo office Coverage
intelliflo office is a Professional Services Automation solution from Intelliflo.
Companies worldwide use intelliflo office, from small firms to large enterprises across 21+ industries.
Organizations such as Standard Life Aberdeen, Atkins Bland United Kingdom, Harding Financial, Cheltenham IFA and Jacksons Wealth Management are recorded users of
intelliflo office for Professional Services Automation.
Companies using intelliflo office are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using intelliflo office are most concentrated in United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of intelliflo office across Americas, EMEA, and APAC.
Companies using intelliflo office range from small businesses with 0-100 employees - 85.71%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 14.29%, and global enterprises with 10,000+ employees - 0%.
Customers of intelliflo office include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified intelliflo office customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Professional Services Automation.