Intelliflo has teamed up with fintech platform Money Alive to provide its users with personalised learning experiences for their clients.
Intelliflo said the partnership will empower it to deliver a next-generation client experience that “simplifies complex financial concepts” and “empowers users” to make informed financial decisions.
The new offering blends AI-driven insights with interactive digital experiences.
Intelliflo will leverage Money Alive’s technology to create personalised video learning modules that address each client’s unique financial goals, preferences and life stages.
The informative videos break down complex financial concepts into easily digestible narratives.
Money Alive has two products: Money Alive Office, a set of box sets that help advisers explain financial services topics to their clients, and Video Canvas, launched 18 months ago to use AI to bring personalised information into video.
Money Alive chief executive Andy Kirby told Money Marketing: “We’ve got a roadmap to integrate the content we’ve currently got into Intelliflo, which will end up in their personal finance portal.
“We’re working with them on hyper-personalisation through our video canvases. For example, we can explain investment statements, valuations, etc to clients.”
Chief product officer Aaron Coates added: “We’ve been working with the Intelliflo product team for several months.
“What we didn’t want to do was just take the Money Alive content and have a button that connected to Money Alive via an app-store experience. This can work well, but there are some limitations.”
Instead, he said both companies wanted to create a fully embedded video distribution module inside Intelliflo Office.
Through this, videos can be selected by Intelliflo Office, approved by the adviser and sent out automatically as part of their communication with the client.
He added: “Together, we’ve come up with this shared architecture Intelliflo Video powered by Money Alive, to be able to do that smart analysis of what content goes to the client without the need for third-party software.”
Intelliflo CEO Nick Eatock said: “Through this exciting partnership with Money Alive, we are thrilled to bring the power of AI to our customers.
“This integration represents a significant leap forward in financial education and engagement, providing users with personalised learning experiences tailored to their individual needs.”
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