Fact Finds, Quotes, Comparisons and more. Automate your document creation and send to customers electronically or in the post at the click of a button.
intelliO is integrated with IRESS to make the process of quote gathering / research for a variety of financial services products quick and easy.
Populate quote information into your branded documents to send to customers at the click of a button
Form builder allows you to tailor any input screens to your specific requirement.
Create customer journeys for each product you offer to ensure cross selling opportunities are maximised and customer service is optimal.
Not just a series of tasks to complete, intelliO's BPM Workflow engine ensures key tasks are completed without fail.
Fulfil obligatory compliance requirements with ease using data rules to ensure high risk events are controlled and customer outcomes are at the required level.