Lifetime Powers Productivity With Software Robotics
Feeling the growth pain of data management as our client base increased, just like many of you, Lifetime wanted to ensure that technology became our friend, not our foe in an increasingly system driven world. We take our client data seriously, understanding the trust our clients put in us to protect their information while also ensuring we keep quality, accessible records to ensure our advice and servicing meets their needs. In order to adopt best practice technology and solutions, Lifetime undertook a data management review this year.
We recently teamed up with Fuji Xerox to implement robotic process automation (RPA), as one of the methods currently being used to ensure our data integrity and delivery. Lucie Moloney-Geany, Lifetime Project Co-Ordinator spoke with Fuji Xerox about this project.
Lifetime is a New Zealand-wide financial advisory company committed to creating greater financial certainty. Having grown to over 140 staff, across 16 offices, Lifetime is a company of financial, business and insurance advisers providing loan, insurance, investment, and planning services.
With senior staff members spending an inordinate amount of time extracting and checking reams of data, Lifetime Group Limited (Lifetime) turned to Fuji Xerox New Zealand (Fuji Xerox) for a Robotic Process Automation solution.
Any day now, if not already, you are going to get your Kiwisaver annual statement. This year the statements must have a projection to give you some indication of how much you could have in your account at retirement.