TFA was very pleased to be recognised at last week’s Intelliflo Change The Game Conference at the Business Design Centre, London. Accepting the award for ‘Digital Client Engagement’ was Peter Watts, Independent Financial Adviser.
Intelliflo Ltd provide the software system ‘Intelligent Office’ used by many financial advisory firms including TFA. The system integrates all our business functions enabling us to efficiently and professionally service our clients. A very exciting part of this is the Personal Finance Portal (PFP) which enables us to engage with our clients online efficiently and securely.
TFA has been a supporter of PFP since its inception and has been involved in its development. Independent Adviser, Peter Watts has been greatly involved in this relationship providing direct client feedback which has helped develop the client portal.
Peter said “The pace of the world is forever getting faster, our lives are no longer 5 days a week 9-5. The expectation is now 7 days a week 24/7. PFP allows me to provide this type of service to clients who wish to work at their pace. Whatever time is best for them, on whatever day. They can review their portfolio, store a vital document or send me a secure message. The secure messaging service takes the worry of email security and allows my clients and I to communicate with peace of mind that it isn’t going to be hacked, or intercepted.”
Chris Glazier, Managing Director of TFA said “Intelligent Office is an integral part of our business. We see the Personal Finance Portal as a critical part of our ability to communicate directly and securely with our clients. With the ever-increasing risk of fraud and identity theft, nearly always started via e mails, it is essential for any credible company to be able to provide their clients with a secure communication channel where the client can be confident their data is kept secure”
TFA offer independent financial advice to individuals, families and businesses. Based in the South West and operating since 1997 with offices in Plymouth and St Austell and with advisers throughout the counties of Devon, Cornwall, Somerset, Dorset and Hampshire and clients throughout the South and South West of England.
TFA, TFA Trusted Financial Advice, TFA Mortgages and TFA Wealth are trading styles of TFA Ltd. TFA Ltd is registered in England and Wales with registered number 3445703. Its registered office is 7/8 Biddicks Court, St Austell, Cornwall PL25 5EW. TFA Limited is authorised and regulated by the Financial Conduct FRN 185513. Full details can be found on the FCA website.