Rosemount Financial Solutions (IFA) has integrated intelliflo office (IO) as its new CRM provider for member advisers.

intelliflo is a software provider for financial advisers in the UK, with tools designed to improve efficiency and transparency while delivering outstanding service for customers.

The IO 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, avoiding the “one-size-fits-all” approach which it says has “historically led to issues”. The customisable result means the CRM can now be tailored to provide what each adviser needs.

The partnership follows the launch of Rosemount’s AI-based ceding scheme tool, ProCeding, and an AI-powered financial promotions tool designed to speed up approvals of promotions for members.

CEO at Rosemount Financial Solutions (IFA), Ahmed Bawa, said: "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. The intelliflo office system is outstanding in its own right, with regular improvements introduced which will support our advisers.

"But it also offers a high-level of customisation, with an open API architecture which means advisers can utilise a range of third-party tools, as well as our own internally developed tools, to deliver streamlined, bespoke advice journeys at an individual level. It’s a system that works well for both financial advisers and mortgage advisers, which lines up perfectly with how we work at Rosemount.

"This year we have introduced a series of technology-based enhancements for our members, and will continue to pinpoint ways in which we can support them in delivering high quality, personalised financial advice."

CEO at intelliflo, Nick Eatock, added: "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.

"Rosemount are a fantastic example of a firm embracing technology to ensure their members can work in an efficient and compliant way, while offering their clients a first-class, personal and digital experience. We look forward to supporting Rosemount's continued growth."

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