intelliflo video – Two Industry Leaders, One Powerful Solution

Increase your reach and meet your Consumer Duty obligations

Money Alive and intelliflo have partnered to launch intelliflo video — a powerful new channel for product and fund providers to distribute engaging, educational video content directly to financial advisers and their clients. Over 30,000 adviser users, 2,500+ firms, and £455 billion AUM are represented through intelliflo office. 

Raising the bar on consumer communication

The financial advice market is evolving fast — and with it, the expectations for how providers and advisers communicate with consumers. Consumer Duty has raised the bar, especially under the Consumer Understanding outcome.

When products are distributed through advisers, it’s easy for providers to assume the adviser takes full responsibility for client communication. But the FCA is clear — that’s not the case. You still need to:

• Provide advisers with clear, consumer-focused materials
• Ensure end clients receive the right information to understand and engage with your product
• Actively monitor and gather feedback on your communications to check they’re clear — and make changes if they’re not

As the FCA puts it: Using intermediaries doesn’t reduce your duty to support consumer understanding. (FG22/5)

Meeting these obligations — and demonstrating you’ve done so — can be challenging. That’s why we’ve partnered to equip advisers with the tools to deliver product and fund videos to clients in a direct, engaging and impactful way, seamlessly through intelliflo office.

Why video?

Video is proven to make complex financial concepts easier to understand. It’s visual, engaging, and accessible — helping consumers grasp key details, retain them, and act with confidence. intelliflo video takes this further with a built in Recap feature that reinforces messages and checks understanding through interactive, gamified elements.

What intelliflo video offers providers:

• Amplified reach across intelliflo’s extensive UK adviser and client network.
• Enhanced brand visibility through branded, adviser-delivered content.
• Regulatory alignment with Consumer Duty’s Consumer Understanding outcome.
• Detailed MI and reporting to evidence engagement and comprehension.
• Content creation support from Money Alive if you don’t already have your own videos.

About the partnership

• intelliflo is a market-leading technology provider to the financial advice profession, connecting thousands of advisers with millions of clients.
• Money Alive is a leader in video engagement technology for financial services, creating high-quality interactive experiences that improves consumer engagement and understanding.

Together, we’ve created a single, seamless solution that helps you educate, engage, and expand your distribution while meeting regulatory expectations.

See it in action – Read how M&G, our launch partner, is using interactive video to engage clients: Professional Paraplanner article.

Find out more – If you’re a product provider looking to grow your reach and strengthen your Consumer Duty delivery, email andy.kirby@moneyalive.co.uk