Rosemount Financial Solutions (IFA) integrates with intelliflo office – Mortgage Strategy
Rosemount Financial Solutions (IFA) has integrated intelliflo office (IO) as its new customer relationship management (CRM) provider for member advisers.
Intelliflo is a provider of software for financial advisers in the UK.
The intelliflo office CRM integrates agentic AI, which runs continuously in the background to scan for anomalies, prepare advisers for client reviews, and flag key insights.
Rosemount has worked with intelliflo over the last nine months to configure the system to suit the needs of its individual advisers.
The result means the CRM can now be tailored to provide exactly what each adviser needs.
Rosemount Financial Solutions (IFA) chief executive Ahmed Bawa says: “As a network, we understand the value and opportunities presented by working with the right technology providers, which is why this partnership with intelliflo makes so much sense.”
Intelliflo chief executive Nick Eatock adds: “We’re delighted to be the technology partner for Rosemount, one of the fastest-growing networks in the UK. It’s been really pleasing to see them use the core functionality available on intelliflo office to support both their wealth and mortgage advisers, while also making full use of our extensibility options to add their own innovations.”
