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Intelliflo: Launched Open Banking to all customers

September 24, 2020

Enable to provide their clients with a holistic view of their entire financial portfolio in one secure place
Open Banking provides financial and mortgage advisers with a better and more realistic understanding of their clients
It assists the accuracy of the fact find process and helps streamline it to become more efficient
Data provided by Open Banking helps advisers get to know the spending habits of their client and encourages deeper collaboration
Advisers’ clients can link their current accounts, credit cards and savings accounts² to the PFP to see all of their finances in one place
Intelliflo registered with the FCA as an Account Integration Service Provider which means that its Personal Finance Portal