Lifetime Powers Productivity With Software Robotics

16 July by Lifetime in News

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.

Click here to read the full case study.

preview image - Market & Portfolio Update - April 2022

Market & Portfolio Update - April 2022

Global share markets continued their choppy start to 2022 during April.For New Zealand based investors, a fall in the NZ dollar played an important role in helping offset the volatility global share markets experienced. The NZ dollar fell against most major currencies supporting the returns of unhedged overseas assets (assets that are free to move with exchange rates). As a result, ‘unhedged’ overseas investments fell by only 1.8% for NZ based investors.

by Lifetime in Market Update
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