Adviser technology provider Intelliflo has created a new commercial division after confirming the appointment of former Skandia head of proposition marketing Peter Jordan as marketing director.
The firm has appointed director of client transition Wenda Field as sales director while special projects manager Emily Chapman has been appointed head of commercial operations. Both will report into commercial director Dave Chessell.
Chessell says: “In Peter, we have attracted a proven marketer with a deep understanding of the financial services sector and I am delighted to welcome him to the team. His broad industry experience will be instrumental in helping us achieve our ambitious corporate goals.”
Finance and Technology Research Centre director Ian McKenna says: “Is this the first step towards Intelliflo reinventing themselves as a platform? If so they could be enormous. The market value of such a platform would be massive.
“If Intelliflo support around 20 per cent of the adviser community and that is probably a modest assumption, if they attracted say 20 per cent of the assets held by their adviser customers they would be huge. They would probably become one of the largest platforms in a very short period of time.”