Hull based wealth management company, The Insurance Partnership Financial Services Ltd has won a technology award at the Change the Game Conference in Manchester for ‘Most Extensive Use’, presented by Hamish Purdy, CEO of Intelliflo.
The Insurance Partnership Financial Services Ltd made a significant investment in Intelligent Office (iO) technology, to streamline office systems in order to enable the team to further improve its service and support to clients.
Intelliflo holds annual conferences in Manchester and London. This year, Sarah Davies and Mandy Scholes from The Insurance Partnership Financial Services Ltd, attended the Change the Game Conference in Manchester, along with other financial advice firms, providers and industry experts.
At the conference Hamish Purdy, CEO of Intelliflo said:
“Managed superbly by Sarah Davies, The Insurance Partnership Financial Services at their flagship head office in Hull, has continued to successfully expand using iO as its backbone and central administration system. Used across multiple sites, iO provides them with not only the day-to-day management, but tremendous Management Information results to ensure they can continue in accomplishing their expansion and embracing the iO Technology.”
Paul Newman, Director of The Insurance Partnership Financial Services says:
“This is a fantastic accolade for The Insurance Partnership Financial Service Ltd, Sarah Davies has done an excellent job implementing this system throughout the group.”
Sarah Davies, Administration & Operations Manager adds: “This would not have been possible without the fantastic support from the administration and support staff who have fully embraced the changes we have made over the last 16 months.
“This system has enabled us to make processes more efficient, allowing us to spend more time with our clients. Another valuable aspect is that we are now able to offer clients online access to their portfolio valuations and documents via our client portal.”
