intelliflo enhances client engagement via direct messaging feature

Yasmine Raso

Senior Journalist

22 April 2026

A wave of updates has hit intelliflo’s suite of adviser offerings and solutions, with the introduction of a new direct messaging feature signalling a clear focus on enhancing client engagement.

The new QuickSMS application and enabling secure messaging capabilities within intelliflo office are designed to support advisers as they look to “engage clients more effectively, streamline interactions and capture responses quickly and securely”.

Advisers can leverage the new features to communicate with clients via multiple channels and receive direct, “trackable” feedback, meeting administration and compliance requirements in a streamlined and efficient way.

The new feature added to intelliflo office provides pre-configured response templates for advisers to include in messages sent to clients via the portal, enabling quick and targeted responses and feedback. It can also capture key client interactions in real time, including acknowledging and accepting meeting notes, confirming receipt of documentation such as Financial Services Guides (FSGs), accepting or rejecting recommendations, and managing communication preferences.

QuickSMS also integrates SMS communications into advisers’ holistic engagement strategy, enabling updates, reminders and prompts can be sent to clients through their preferred channel.

Pria Hussain, Manager of Customer Success at intelliflo Australia, said the solutions were intended to improve client engagement and make it more “seamless, responsive and embedded within adviser workflows”.

“Client engagement is at the heart of every advice relationship, but too often, it’s slowed down by fragmented communication and manual follow-ups,” she said.

“These enhancements are about removing that friction – giving advisers simple, effective ways to connect with clients, capture responses and keep advice moving, all within the systems they already use.”

“Getting a response from clients just got a whole lot easier.

“Whether it’s confirming advice, acknowledging documents or capturing preferences, advisers can now prompt and receive structured responses directly through the client portal – even from a mobile device. It’s a faster, more secure way to keep clients engaged and informed throughout the advice journey.”