Rosemount adds intelliflo office CRM to adviser technology

The mortgage, protection and financial planning network has worked with intelliflo over the past nine months to configure the system for its advisers.

The CRM includes agentic AI functionality designed to scan for anomalies, prepare advisers for client reviews and flag relevant insights. It also has an open API architecture, allowing advisers to connect third party tools alongside technology developed internally by Rosemount.

The integration follows a series of technology changes at the network, including the launch of ProCeding, an AI based ceding scheme tool, and an AI powered financial promotions tool intended to speed up the approval process for members.

Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), commented:

"As a network, we understand the value and opportunities presented by working with the right technology providers, which is why this partnership with intelliflo makes so much sense. The intelliflo office system is outstanding in its own right, with regular improvements introduced which will support our advisers. But it also offers a high-level of customisation, with an open API architecture which means advisers can utilise a range of third-party tools, as well as our own internally developed tools, to deliver streamlined, bespoke advice journeys at an individual level. It’s a system that works well for both financial advisers and mortgage advisers, which lines up perfectly with how we work at Rosemount."

"This year we have introduced a series of technology-based enhancements for our members, and will continue to pinpoint ways in which we can support them in delivering high quality, personalised financial advice."

Nick Eatock, CEO of intelliflo, added: "We're delighted to be the technology partner for Rosemount, one of the fastest-growing networks in the UK. It's been really pleasing to see them use the core functionality available on intelliflo office to support both their wealth and mortgage advisers, while also making full use of our extensibility options to add their own innovations."

"Rosemount are a fantastic example of a firm embracing technology to ensure their members can work in an efficient and compliant way, while offering their clients a first-class, personal and digital experience. We look forward to supporting Rosemount's continued growth."