Intelliflo introduces AI-driven file notes through Paradino integration

Paradino, which is an AI-powered file note generator for financial advisers, has integrated with intelliflo to improve efficiency for advisers and the overall client experience, marking Paradino’s first integration with a customer relationship management (CRM) platform.

According to the firms, the AI technology is used to accurately summarise meetings to help advisers deliver personalised client notes and save time on administrative tasks with file notes able to be replicated in real time across the two solutions.

Jovana Djordjevic, director of customer success at intelliflo Australia, said this partnership came in response to practices’ increasing demand for new technology-driven tools to help their advisers improve efficiency, particularly through AI.

“Our Advice, evolved white paper confirmed leading advisers and practices are expected to increase their reliance on technology in the coming five years, with AI note-taking identified as a key area of positive change, and advisers are consistently telling us they want to leverage AI for important summaries and reminders to ultimately deliver a richer client experience,” Djordjevic said.

“This latest update with Paradino delivers that benefit, and we’re excited to be the first CRM to integrate with them. While today we are announcing the first feature of this partnership, together, we plan to roll out many more AI-led updates to our intelliflo customers.”

Paradino co-founder Alex Gassner added that the integration will reduce manual processing for advisers and support staff, providing some modicum of relief for a notoriously time-poor profession.

“Traditionally, advisers spent countless hours generating documentation and preparing for meetings, but tech and AI now opens up this time for advisers to see more clients, build stronger relationships, and better personalise the advice experience,” Gassner said.

“Our integration allows users to leverage their intelliflo client list and seamlessly sync generated file notes to intelliflo’s documents section, ensuring all file notes are replicated across platforms in real time.”

This announcement marks the latest in a steady stream of enhancements from intelliflo, the most recent prior to this being the introduction of trust modelling capabilities last month.

In addition to allowing advisers to make detailed cash flow projections, it also gave advisers the capability to add customised inputs and outputs for clients with family or discretionary trust, or those considering establishing one.