SN Financial Services are proud to announce that we have been awarded eAdviser of the Year by Intelliflo for adoption of technology in 2020. This was accepted “virtually” on November 4th at the Intelliflo “Change the Game” digital conference.
Director of Operations and Compliance, Justin Neale, said “We are delighted to receive the award for eAdviser of the year 2020. We have adopted the Intelligent Office system across all areas of the business and have signed up the majority of our customers to the secure portal, adding a new dimension to our service offer. Implementing the system throughout lockdown was challenging but rewarding and we are very proud that our achievement in has been recognised by Intelliflo.“
In addition to the customer enhancements, the system has benefited the staff too. Sam Neale, Director, said “Internally we have streamlined our processes and use Intelligent Office as our go-to tool to manage our days’ work, providing a holistic view of our organisational workload, opportunities and service delivery.”