List of intelliflo office Customers
London, SW19 7PA,
United Kingdom
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, TNS Financial United Kingdom, a United Kingdom based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million, Cansquared United Kingdom, a United Kingdom based Banking and Financial Services organisation with 10 employees and revenues of $1.0 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 | Insight Source |
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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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Standard Life Aberdeen | Banking and Financial Services | 4719 | $1.9B | United Kingdom | Intelliflo | intelliflo office | Professional Services Automation | 2018 | n/a | In 2018 Standard Life Aberdeen implemented intelliflo office as a central application for its advice organization. The deployment was scoped to the 1825 advice support team working side by side with financial advisers, and it is classified as Professional Services Automation. The intelliflo office configuration emphasizes client record management, case and task management, and advice workflow automation to support SIPP administration, ISA administration, personal portfolio administration, wrap platform operations, and new business drawdown requests. Functionality documented in the environment includes scheduling and tasking for annual reviews, intake routing for incoming calls and emails, and secure document distribution to clients via secure email, postal workflows and the client portal. Operational coverage centers on the support team and front line advisers, with multi channel enquiries from telephone, email, online portal and post routed into intelliflo office and recorded alongside SharePoint. The implementation uses intelliflo office as the primary PSA for audit trail and case history while SharePoint is used for supporting document storage and correspondence management. Governance has been organized around standardized recordkeeping and activity logging, with work recorded in intelliflo office and SharePoint to keep client records up to date. Processes for booking annual reviews, sending review letters and handling client enquiries were formalized into intelliflo office workflows and portal procedures to align support team activity with adviser schedules. | |
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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
- Crystal Financial Solutions, a United Kingdom based Banking and Financial Services organization with 15 Employees
- Brooks Macdonald, a United Kingdom based Banking and Financial Services company with 485 Employees
- Aquavista Waterside & Marinas, a United Kingdom based Leisure and Hospitality organization with 190 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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