Intelliflo Integration to IPECS
Automatically Save Call Recordings into Intelliflo connect
Why Financial Advisers Use This Integration
Automatic Call Logging
Inbound and outbound call recordings are automatically uploaded into the matching IntelliFlo client record.
CLI Contact Matching
The system recognises the client telephone number (CLI) and associates recordings with the correct contact automatically.
Improve Compliance
Maintain a complete communication history for FCA compliance and audit requirements
Reduce Admin Work
No more manually downloading, renaming, or uploading recordings.
Works Anywhere
Compatible with:
- Desktop softphones
- Mobile apps
- Desk phones
- Hybrid working environments
Secure Cloud Storage
Call recordings remain securely managed and accessible from the client record.
Testimonial
Peter Jenkins - MD - Burfield Financial planning
Voice IP has created a seamless integration between our Telephone system and Intelliflo Connect that has significantly improved our internal efficiency. The solution automatically uploads audio from both inbound and outbound client calls directly into the Documents area of Intelliflo Connect whenever a matching client record exists.
This has saved us a considerable amount of time, as we no longer need to manually locate and upload call recordings. In addition, it ensures that recordings are readily accessible to anyone in the business who may need them for operational or compliance purposes.
The setup is straightforward—so long as a client record exists in Intelliflo Connect with an associated telephone number, the system handles the rest. Each recording is clearly labelled with the date of the call, the staff member involved, and the client’s phone number, making it easy to identify and retrieve.
The ability to automatically categorise these recordings as “call recordings” further enhances searchability and organisation within the system.
Overall, this integration has streamlined our processes, improved accessibility, and strengthened our approach to compliance..
