Intelliflo Improves Customer Experience, Efficiency and ROI with Jitterbit

The Customer

Intelliflo is the leading provider of practice management software to the UK’s financial industry. Together, the company’s customers use Intelliflo products to manage the finances of over eight million users. Among the company’s offerings is Intelliflo Office, a platform that brings together features such as client portals, workflow automation and document storage.

Challenge

Intelliflo’s business initiatives were stymied by a lack of efficient processes. Valuable data was available, but often hidden in silos, both on prem and in the cloud. The company had deployed SaaS solutions to help, but without an integrated foundation, they weren’t able to deliver on their promises to enhance business processes or support growth strategies. Worse, in their current configurations, many of them were actually inhibiting innovation, rather than enabling it.

For example, prior to deploying Jitterbit, the company’s financial data was in NetSuite, its customer data was in Salesforce, and there was duplicate data in both. Rekeying data was tedious and error-prone for employees, and the company’s customers had to access different apps to find needed information — significantly impacting the customer experience.

Solution

Recognizing the need to ensure an effective flow of data within the business, Intelliflo turned to BrightBridge, a leading FinTech consulting company, to help them enhance their operations using Jitterbit. BrightBridge helped Intelliflo integrate its Netsuite financial package with Office365, Splunk, SQL Server and its Salesforce CRM. The team created an enterprise integration platform using Jitterbit iPaaS, which unlocked the ability to quickly and easily integrate, automate and orchestrate various applications and business processes.

Using Jitterbit to integrate APIs, Intelliflo was able to offer a range of intuitive user interface and integration starter packs, which made it easy for everyday users to connect third-party applications with Intelliflo Office in just seconds, automating common tasks across different systems.

Results

Within 30 seconds of the contract being electronically signed, more than 10 processes were already completed.

“By integrating with Jitterbit, we offer a fast track way to link our system with in-house software, making tasks such as income reconciliation or lead generation faster and more efficient,” Intelliflo COO Rob Walton said.

Using Jitterbit iPaaS, Intelliflo was able to ensure a sufficient flow of data through the systems that run their business — ultimately integrating over 35 systems, particularly NetSuite and Salesforce. In addition to increasing efficiency and eliminating errors and increasing efficiency, this particular integration also allowed the company to construct a 360-degree view of the customer.

“Integration has given us the ability to significantly increase our efficiency and productivity, which in turn has quite a dramatic effect on our customers’ experience with us,” Purdey said.

The efficiency gains Jitterbit unlocked gave the sales teams more time to spend improving the customer experience and making sales — but customers also saw improvements due to the Jitterbit integrations themselves, with key systems and data now much easier to access.

Intelliflo has also reduced the incidence of bounced customer payments by over 80 percent using Jitterbit to connect to a third-party direct debit management system. The company can now automatically reconcile their CRM and finance systems every three hours, which gives the team peace of mind that integrations are working and their data is clean.

“Jitterbit is very easy to work with. Quick and effective,” Hamish Purdey, Intelliflo CEO, said. “The real benefit of the Jitterbit software is that it just connects things to things. When you start to apply that logic to the rest of the business, then you can achieve some pretty amazing outcomes.”