Resources: What’s new, what’s important

Find out more about Intelledox products, news and developments

Case studies (Finance)

Featured / Intelledox digitalizes financial services processes for Dixon Advisory

Intelledox digitalized Dixon Advisory's financial services processes supporting financial advisors to conduct a compliant investigation to understand the financial objectives, situation and individual needs of clients. Solution highlights: Efficient system that is easy to maintain using ‘Manage’ interface Time to

Featured / Digital Document Delivery made easy for AMP

Intelledox implemented an automated document solution, for AMP financial advisers, covering all components in the construction of all advice documents. The Infiniti system was easy-to-use making it possible for financial advisers using different CRM systems to produce the same centrally

Automating key business processes adds value at North American financial institution

Intelledox enhances International Banking Group's document-centric processes. The financial institution’s North American banking operations provide a full range of banking and investing services to more than 7.4 million customers across Canada.

AXA cuts document completion times from 7 hours to 40 minutes

Intelledox provides AXA Australia and its network of advisers with an automated document solution covering all components in the construction of statements of advice and financial services guides, investment advice scenarios, strategy information, insurance and superannuation.
Make life simple with document automation Collect and distribute data faster Reduce risk and improve compliance Build stronger customer engagement CONTACT US

Intelledox Partner Portal

Website/Partner portal access is only available to our existing partners

Search the Intelledox website