intelliflo integrates Aussie AI to boost efficiency

Global fintech provider intelliflo has partnered with Australia-founded agentic and functional AI tools provider FAYBL to embed a General AI agent into its office platform.

The move follows the firm’s whitepaper finding that AI can be a change-maker in boosting productivity, saving costs and getting advisers focused on clients.

The tech firm has said the integration represents the first time an end-to-end, General AI solution is available through the company’s interface, and it will enable workers to apply AI across the client journey to improve efficiency.

Manager of customer success at intelliflo Australia, Pria Hussain said the integration reflects practices’ growing appetite for intelligent tools that streamline the advice process.

“We know advisers are looking for technology that takes meaningful work off their plate, not just surface-level automation,” Hussain said.

“Bringing FAYBL’s General AI into intelliflo office gives users an end-to-end solution that can execute real workflows, reduce administrative load and free advisers to focus on clients. It’s a practical, powerful enhancement to the systems they already use every day.

“We’ve made a commitment to our customers to keep delivering updates and integrations to save them time and money, while improving the client experience – our integration with FAYBL can deliver on all three.”

Unlike other AI integrations, FAYBL has said its General AI attaches itself to email and CRM systems to complete workflows end-to-end and will not use client data for training purposes.

Co-founder and executive director at FAYBL, Steven Goh, said the AI offering has the potential to change how intelliflo office users approach the advice process.

“As opposed to task-specific AI solutions, which can automate one thing well, FAYBL’s General AI supports advisers across the client journey, responding to real world events including industry news, client interactions and practice intelligence without being prompted,” Goh said.

“Ultimately, advisers get into the industry because they want to help clients and build strategies – FAYBL gets them back to what they are passionate about.”

Goh, who was also the founder of Australia’s first online stockbroking business Stanford Securities,  co-founded FAYBL alongside former Raiz founder and Group CEO Geoge Lucas.

The platform is a General AI solution that works across the adviser journey, ingesting client documents, meeting transcripts, licensees business rules, compliance checklists and more to produce comprehensive client strategies, compliance adherence and SOAs.