intelliflo expanded its leadership team with the appointment of the company’s first Chief Product Officer, Blake Kannady, and Geoff Rogers as the company’s first Head of Australia to support inception and growth in the Australian wealth management market.
Kannady joins intelliflo from Envestnet, where he led product design, development and strategy for the firm’s next generation platform and user experience, as well as integrations with other third-party software partners and products. He also held several leadership positions in the wealth management arm of Bank of America Merrill Lynch, and is a co-author of “The WEALTHTECH Book: The FinTech Handbook for Investors, Entrepreneurs and Finance Visionaries.”
Rogers brings significant in-market expertise for intelliflo’s expansion into Australia and was most recently acting Group Executive – Advice for MLC overseeing the advice strategy and transformation of the division, after serving as General Manager of MLC Wealth Distribution responsible for all MLC Wealth’s retail platform and asset management offers to advisors.
“We’re on a mission to give our customers more innovation and make it easier to widen access to financial advice,” says Nick Eatock, chief executive officer, intelliflo. “Blake’s experience in our industry and his focus on and passion for an incredible end-user experience will make a huge impact on our business.
“Geoff is the perfect person to lead our Australian expansion. He brings 30 years of industry and market knowledge that will help us as we start to serve licensees and advisers there in 2022.”
On 1 March, intelliflo combined five leading software businesses under one brand to offer its customers around the world a broader range of end-to-end solutions that span the financial advisory lifecycle.