Jesse Robinson

Account Manager - Intelliflo Ltd

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 Fantastic opportunity to join a great team.

Driven?
Proactive?
Looking for a new challenge?

Come help us widen access to financial advice 🚀 https://t.co/xDb6onAQv8

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 What a day at our annual customer event, intelliflo connected yesterday.

Amazing industry changing announcements (read more here - https://t.co/zjVFEfnwCN ) and presentations.

Well done to the award winners:

🏆Beckett Investment Management Grou…https://t.co/tUBhqx7NQT

[Jesse Robinson @JesseRobinsonIO]

This event is going to be awesome!

👇🏾👇🏾👇🏾 https://t.co/06oq1T0Klp

[Jesse Robinson @JesseRobinsonIO]

Content, engagement and networking, easily the most important components of any event. We had all three in abundance today at our Enterprise Customer Board.

Great supporting content from Michael Barrett from the lang cat on how to avoid foreseeable harm…https://t.co/on5xnxxpPO

[Jesse Robinson @JesseRobinsonIO]

To all my connections, your families and my colleagues intelliflo celebrating today. I wish you all a very happy and peaceful Eid.

#connections #eid #eidmubarak https://t.co/RhJQl4CYlD

[Jesse Robinson @JesseRobinsonIO]

🟡🔵 Great to see Lesley Delaney and the team at Beckett Investment Management Group further strengthening their partnership with intelliflo. Now including our intuitive, integrated cashflow solution as part of their proposition, to drive even better advi…https://t.co/D2XJ3AvzOx

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 For International Women's Day and beyond, let's all fully #EmbraceEquity.

Equity isn't just a nice-to-have, it's a must-have!

Working at intelliflo and being part of the DEI allies in the business, I am so fortunate to work alongside some real incr…https://t.co/dFEhedX68G

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 At intelliflo we are seeing more and more advice businesses use cashflow modelling as a core part of their proposition. Arguably the most important tool for financial professionals, because it can help them to better understand and predict the financ…https://t.co/Q99rI3W1si

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 Looking at acquiring and advice business in 2023? Or are you looking to sell?

According to a recent Money Marketing article IFA firm acquisitions rose to record 440 deals in 2022. The record deals are being driven by private-equity backed consolida…https://t.co/2mWbVsONOn

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 Very interesting article by @NickEatock! Fully bridging the advice gap will take a combination of reducing the cost of delivering regulated advice and improving understanding of the value holistic advice offers. In both cases, #advisertechnology is k…https://t.co/RMYEi6GqN8

[Jesse Robinson @JesseRobinsonIO]

Awesome day yesterday intelliflo HQ. Our first, Enterprise Customer Board session, focused on complying with the Consumer Duty and our intelliflo data strategy. Thanks to @Chrisatengage from Model Office Ltd for you help and expertise.

We had great enga…https://t.co/gw9sXmawB4

[Jesse Robinson @JesseRobinsonIO]

Fantastic day celebrating the New Leaf Distribution and intelliflo partnership. It was lovely for my colleagues Darren, @KatieBarrett19 and I to meet so many of your passionate Advisers and hear how excited they are to see what benefits the partnership wi…https://t.co/TXEgMxynWe

[Jesse Robinson @JesseRobinsonIO]

What an incredible year at intelliflo, Happy holidays to all my connections and colleagues. I hope you all have a wonderful festive period with your loved ones. 🎄❄️☃️ https://t.co/4eh9Lqefn9

[Jesse Robinson @JesseRobinsonIO]

I’m happy to share that I’m starting a new position as Strategic Customer Team Manager at intelliflo! https://t.co/A8fMq6srLh

[Jesse Robinson @JesseRobinsonIO]

Happy Thanksgiving to all of my colleagues 🔵🟡 https://t.co/bI5fEZmIwG

[Jesse Robinson @JesseRobinsonIO]

Happy Diwali to all my colleagues and connections celebrating today! 🪔

#diwali #diwali2022 #festivaloflight https://t.co/UnqmfP7uRo

[Jesse Robinson @JesseRobinsonIO]

🔵🟡 Superb couple of days at intelliflo HQ this week. Roxanne Corrieri facilitated a workshop all about CX which was so insightful and inspiring.

Was incredible to see the office bustling and connecting with colleagues and partners (some of which I ha…https://t.co/FhuxTF5xal

[Jesse Robinson @JesseRobinsonIO]

Today, I am celebrating World Dyslexia Day which occurs every year during Dyslexia Awareness Week.

The purpose of World Dyslexia Day is to bring awareness and raise understanding of dyslexia, what it is, and how it works. It is also important because it…https://t.co/VaAlMgIbyU

[Jesse Robinson @JesseRobinsonIO]

October is here and the seasons are changing. October also marks Black History Month 🖤, which reflects on the achievements, cultures and contributions of Black people in the UK and across the globe, as well as educating others about the diverse history o…https://t.co/6R9EOEKvEC

[Jesse Robinson @JesseRobinsonIO]

🟡🔵 1 million portfolios, another fantastic intelliflo store integration 🚀 https://t.co/FpcDreIRGi