“Exceptional Cashflow Modelling”
Synopsis:
Whether you’re aiming to retain the clients you already have, grow your existing client numbers, or get your business into good shape ahead of a sale – you’re going to need a way to stand out. intelliflo planning can help you do just that.
- Retain clients, speed up the decision-making process, discover new opportunities
- Grow existing clients, attract younger clients, maximise business efficiencies
- Get noticed by potential buyers, differentiate your business with a standout USP
- Transform meetings, uncover new revenue opportunities, boost efficiency
- Put cashflow planning where it should be – at the heart of every client relationship
In their own words:
“About intelliflo planning:
With intelliflo planning – our new, powerful cashflow modelling solution – you can build, stress-test and adapt client plans with minimal effort and maximum impact…
– Clearly demonstrate the value of your advice
– Visually show the impact of different decisions with side-by-side graphics
– Give clients confidence in the financial decisions they make
Transform meetings, uncover new revenue opportunities, boost efficiency, strengthen client relationships and minimise the compliance burden…
– Detailed tax calculations: deliver robust, future-proof advice
– Unlimited scenario options: highlight the impact different strategies can have
– Efficient goal analysis: quickly calculate the scope for loss, spend and return
– Simplified data entry: ensure accuracy and save time
– Firm-level assumptions: get consistency across all users
– Clear audit trail: log and highlight every update
Put cash flow modelling where it should be – at the heart of every client relationship because when your clients see things clearly, you can move them forward confidently.”
Company Info
HQ: Wimbledon, England
Founded: 2021
Product Displayed: Intelliflo Planning
Presenter: Aishling Costello
