From fragmented systems to a single, consistent way of working
When Stuart Pittaway reviewed how the Loyal North group was using Intelliflo Office, one issue stood out straight away; every firm was working differently.
Over time, multiple versions of the system had been set up and allowed to evolve independently. This meant inconsistent processes, varying levels of data quality, and a lack of clarity across the business. What should have been a shared platform had instead become a collection of disconnected ways of working.
This wasn’t just inefficient. It created real risk, especially when it came to delivering a consistent client experience and meeting regulatory expectations.
Adviser Outsourcing worked closely with the Loyal North team to bring everything back into alignment. This included reviewing and restructuring the system configuration, mapping out clear business processes, and embedding consistent workflows that the whole team could follow.
Just as importantly, they focused on upskilling the team, making sure people understood not just how the system worked, but how to use it properly in their day-to-day roles.
The result was a joined-up way of working across the group. Core advice journeys became consistent, manual admin reduced, and leadership gained clearer visibility across the business.
The transformation gave Loyal North something they hadn’t had before – a system that supports the way their business actually operates, and a team confident in using it.
“We had multiple firms all using Intelliflo Office in different ways, and it was creating real inconsistency across the business. Adviser Outsourcing didn’t just fix the configuration — they took the time to upskill our people and build processes that everyone could actually follow. We now have a system that works the way our business works, and a team that knows how to get the most from it.” – Stuart Pittaway – Loyal North
Read the full case study here: https://adviseroutsourcing.com/wp-content/uploads/2026/04/Loyal-North-Config-flyer-Apr-26-1.pdf
