Reduce re-keying with intelliflo zerokey
Transfer client data in one click whilst saving you time to improve accuracy across your workflows
Save time and protect data with zerokey
Now available on AJ Bell Investcentre, via Chrome and Edge.
1 in 5
client onboarding cases has errors due to re-keying.
1 in 10
firms report making mistakes at least 50% of the time.
The need to repeatedly key in client data in different places has been a major pain point for way too long.
intelliflo zerokey aims to eliminate manual data entry by connecting to the tools you use every day, saving you time and helping retain data integrity.
Adviser benefits
- Reduction in manual re-keying.
- Lower risk of avoidable onboarding errors.
- Open new accounts more quickly.
Client benefits
- Fewer delays and errors with account setup.
- Smoother, more reliable onboarding experience.
- Less back-and-forth, making the process feel simpler.
VIDEO
How can I populate client onboarding forms with zerokey?
The ‘Actions’ tab helps you populate numerous fields with one click, and the ‘Data’ tab gives you access to other relevant data you can add in various areas of the onboarding journey.
Watch this short video to see how zerokey can reduce the amount of data you’ll need to type.
VIDEO
How can I access intelliflo zerokey?
intelliflo zerokey is available to all intelliflo users via the intelliflo app store.
Watch this short video to see how you can feel good, onboarding.
Let's get you started
Log in to access your account and streamline your workflow, cutting down on manual data entry and helping reduce errors.
Or sign up to start using zerokey – making it quicker to open new accounts while keeping everything accurate and secure.