Case Study: Intelliflo UK achieves higher customer engagement and streamlined adviser servicing with Mubaloo's PFP 2.0 app

Intelliflo UK - Customer Case Study

Intelliflo UK, a provider of web-based software for financial services, needed to evolve its Personal Finance Portal (PFP) into a more engaging, mobile-first experience to grow end‑user adoption and give its adviser clients a branded, responsive service. In 2015 Intelliflo engaged Mubaloo (having previously worked with them on a 2012 HTML app) to deliver a bespoke iOS and Android app and responsive website as part of the Intelligent Office platform.

Mubaloo built PFP 2.0 with features such as assets/liabilities and income/expenditure views, drill‑down transactions, Yodlee live bank feeds, automatic spending categorisation, savings goals, secure messaging, push notifications, dynamic white‑label branding and biometric security, delivered via a phased development approach. The result is that Intelliflo’s adviser clients can offer industry‑leading usability across devices, reduce servicing costs and processing time through secure digital correspondence, and strengthen client relationships while customers can view portfolios, valuations and set budgets and goals anywhere — outcomes enabled by Mubaloo.

Intelliflo UK