Sync Hard Facts to Intelliflo in Seconds
Every adviser knows the routine. You finish a client meeting, open Intelliflo, and start typing up the financial details you just discussed: salary, mortgage payments, pension contributions, protection policies. It takes time, it's tedious, and it's easy to get a number wrong.
That changes today. Posterity can now extract hard facts from your meeting transcripts and sync them directly into Intelliflo's fact find.
What are hard facts?
Hard facts are the quantifiable, objective financial details your clients share during meetings. Things like:
- Income — salary, bonuses, self-employment income, rental income, pensions
- Expenditure — mortgage payments, rent, council tax, utilities, insurance premiums, loan repayments
- Savings and investments — account balances, portfolio values, retirement account balances
- Debts — mortgages, personal loans, credit cards, student loans
- Protection — policy types, coverage amounts, premiums
Posterity's AI listens for these during your meetings and pulls them out automatically. Only facts explicitly stated by the client are captured — nothing assumed, nothing inferred.
How it works
After your meeting is processed, you'll find an IO Fact Find option in the export menu. From there, it's three steps:
1. Select your client. Search for the client in Intelliflo by name. Posterity will also check whether the client already has existing income or expenditure records, so you know where you stand before syncing.
2. Map the facts. Each extracted fact is shown in a table. You choose whether it's an expenditure or income, assign a category (mortgage, employment income, utilities, etc.), and set the frequency — monthly, annually, quarterly, or whatever fits. Confirm the ones you want to sync.
3. Sync. Hit the button and the confirmed facts are created as records in Intelliflo. You'll see exactly how many expenditures and incomes were created.
The whole process takes seconds, not the 15–30 minutes it used to take manually.
Why this matters
Re-keying data is one of the most avoidable time sinks in financial advice. It's slow, it introduces errors, and it adds nothing to the client relationship. By extracting facts from the conversation itself and pushing them into Intelliflo, advisers can spend their time where it counts.
Every synced fact also links back to the original transcript excerpt, giving you a clear audit trail if compliance ever needs to trace where a figure came from.
Getting started
If you're already using Posterity with Intelliflo, the IO Fact Find option is available now in your export menu. If you're not yet connected, get in touch and we'll walk you through setup.
Want to see how Posterity can cut your admin time in half? Book a demo to see the fact find sync in action.