AMP, intelliflo introduce dashboard enhancements for advisers

AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers.

Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard to streamline management and action client requests on the wrap investment platform North.

The dashboard is a centralised tool that enables advice practices to manage and track client activities on every step. Users can view the full status of in-progress activities and understand what steps are completed via a workflow progress bar.

AMP said these features will reduce "follow-ups, minimise delays, and enable real-time servicing."

Additionally, advisers can now upload documents directly to North, access full audit updates via the activity log and see an estimated completion date on the dashboard.

The new enhancements were built in response to adviser feedback from a report by Investment Trends, AMP said, with the firm finding many advisers are still relying heavily on emails, phone calls and BDMs for service updates, with many calling for more efficient digital support.

Rolling out the enhancements, AMP general manager in adviser experience and digital Peter Batsakis said the new features will help more than streamlining processes but also "empower" advisers to deliver better service.

"They bring clarity, structure and greater control to day-to-day servicing, helping practices spend less time chasing updates and more time focusing on their clients," Batsakis said.

"We've already seen a 35% improvement in task processing efficiency when advisers use the document upload functionality instead of email. It's a great example of how simple, well-designed digital tools can have a big impact on adviser experience."

AMP group executive, platforms Edwina Maloney said the improvements bring North closer to the group's vision of becoming "the easiest platform for advisers to do business with."

"These enhancements bring us closer to that vision - they empower advisers with self-service tools, reduce their reliance on emails and calls, and ensure they always know what's happening with their requests," Maloney said.

"It's a smarter, more modern way to deliver great service."

Meanwhile, intelliflo has released three new business intelligence dashboards, allowing advisers to quickly zoom in on several income-related metrics, including year-on-year performance, income by client and product and ongoing revenue to improve efficiency and on-time delivery.

Part of a series of dashboards slated to be rolled out in its office suite this year, the dashboards are powered by Amazon Quicksight and provide rich insights including future revenue and growth consolidation opportunities.

It comes at a time when M&A activity is gathering pace, intelliflo Australia director of sales Stu Alsop said.

"We know our customers are seeking a seamless overview of their business performance and our new income dashboards provide that at the touch of a button, which will be key for practices looking for growth or investment," Alsop added.

In February, it released trust modelling capabilities to the intelliflo office, allowing advisers to make cashflow projects and customise inputs and outputs for clients with family or discretionary trusts, as well as those who are establishing one.