Intelliflo has announced a major upgrade to its platform, bringing agentic AI into the heart of adviser workflows. In simple terms, the software won't just sit there waiting for instructions. It will continuously monitor activity, spot anomalies, prepare advisers for reviews, flag upcoming client decisions and adapt to the way individual firms work. The bigger picture? We're moving beyond AI as a tool and towards AI as an active participant in the advice process. The advice remains human. The decisions remain human, but the monitoring, preparation and routine oversight increasingly won't be. Our friend @Ian McKenna described the move as "throwing down the gauntlet" to the rest of the advice technology market. The question for advisers is no longer whether AI will become part of advice businesses. It's how quickly it becomes embedded in the systems you use every day. What do you think? Exciting step forward, or does it raise concerns around over-reliance on technology?👇

That’s the finding from new research covered in The Times — and it includes everything from saving and budgeting to pensions, investments and tax guidance. Many advisers are saying “it still needs human oversight” — and of course it does. But that’s not the point. Consumers are already using it. Especially now that ChatGPT can be accessed directly through WhatsApp. The smart move is to work with AI as part of your proposition, not against it. Conversational website assistants are becoming the most popular entry point — and we’ll be showing other practical ways to use AI in our next webinar: 📅 11th November at 11.05am 💡 New Income Streams for Financial Advisers Join us to see how advisers are embedding AI into their business in meaningful, compliant ways. Register here: https://adviser-lead-generation.scoreapp.com/

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