At this year’s Intelliflo’s annual Intelligent Office (iO) Awards conference the iO Community Champion award was presented to Crowe Financial Planning's Jayne Tilbrook for the third year running. Intelliflo’s annual iO Awards are held each year during its ‘Change the Game Conference’.
We use the iO system, the UK’s leading back office software system in the UK Financial Planning industry to store all our client data securely. The system is continually progressing and developing according to the fast paced regulatory changes within the Financial Planning industry.
Within iO is the ‘Community’. Community is a service-based platform that provides users with the opportunity to contribute to discussions and find solutions, engaging with other users to share and discuss best practice. Community gives users the opportunity to raise system enhancement and development ideas and voting on these ideas helps to raise awareness for the needs of iO users to ensure they maintain the best possible service for their clients.
When presenting the award Hamish said:
“The Intelligent Office Community Champion is awarded to an individual who has really embraced the whole concept of our Community and been particularly prolific over the past 12 months with their ideas, chat and discussions. This is an invaluable service to us, continually posting great tips and hints always interacting with other users to pass on their knowledge.”
Phil Smithyes said:
“Congratulations to Jayne on this great achievement. Through her hard work and dedication we have been able to push through development ideas and requests which integrate and streamline our systems, saving time and giving a consistent approach in delivering outstanding service to our clients.”
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