intelliO for Financial Services

A product built with over 20 years Financial Services knowledge and experience to give your business the tools to interact better with your customers, whatever the product.

Financial Services

Built for Financial Services

IntelliO has been prevalent in Financial Services for over 7 years and the team have over 20 years experience of delivering solutions to complex requirements in this field, therefore it has a raft of features out of the box to help streamline process and make collaboration between teams and customers much easier.

Customer journeys can be automated with ease, from marketing and lead generation right through to completion and accounts, ensuring every stage of the process is efficient.


Features to make sure every task is completed on time with ease.

Automated Document Creation

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.

Simplified Research

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

Customisable Forms

Form builder allows you to tailor any input screens to your specific requirement. 

Unique Customer Journeys

Create customer journeys for each product you offer to ensure cross selling opportunities are maximised and customer service is optimal.

Intelligent Workflow

Not just a series of tasks to complete, intelliO's BPM Workflow engine ensures key tasks are completed without fail.. 

Robust Compliance

Fulfil obligatory compliance requirements with ease using data rules to ensure high risk events are controlled and customer outcomes are at the required level.

Want to see if intelliO can help your Financial Services business?

Fill the form below to get started.

  • Intellisoft Ltd,
  • Floor 2, Manfield Chambers,
  • 17 St Sepulchre Gate, Doncaster DN1 1TD

  • Tel: +441302 430 874
  • email:

  • Company Number: 11994897
  • VAT number: GB 344104732

intelliO is the flagship product
of Intellisoft Ltd.

Cyber Essentials Certified