Sean B.

Background

About Sean B.

intelliflo’s UK-focussed business management technology, helps financial businesses large and small transform and grow by becoming leaner and more efficient, managing their business risks and becoming more profitable. We do this through continually developing our web-based client management system Intelligent Office, which covers the whole advice process, from initial fact find through to income reconciliation and MI reporting. intelligent office is compliance-friendly and sits at the heart of your business creating a single ‘eco-system’ which seamlessly integrates with the most popular tools on the UK market to streamline processes and save you time and money. My role encompasses demonstrating intelliflo Office to forward-looking financial services firms who wish to ensure that their businesses are using technology to operate efficiently, as well as those looking to drive more profitability through our fully flexible, cloud based CRM system. Strong experience in Business to Business Account Management and Relationship management focussing on web based tools and systems used in the financial services sector such as Aequos, O&M Pension Profiler, Synaptics Clarity, FE Analytics, i4C Cashflow modelling and Voyant