The Insurance Partnership Financial Services Ltd wins tech award

Company News // June 21, 2017

The aim of The Insurance Partnership Financial Services Ltd has always been to deliver an exceptional level of advice, service and support to our clients.

In February 2016, as part of our investment to embrace technology and continue to provide this support to our clients, we made a significant investment in our IT system by implementing Intelligent Office (iO) as our back office provider.

This system has enabled the team 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.

Intelliflo holds annual conferences in Manchester and London. This year, Sarah Davies and Mandy Scholes attended the Change the Game Conference in Manchester, which was a great event attended by financial advice firms, providers and industry experts. We received the Award for ‘Most Extensive Use of Intelligent Office 2017’, presented by Hamish Purdy, CEO of Intelliflo.

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 MI 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.”

Chartered Financial Planner, James Blake

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