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.
Maximise Your Miles: Financial Tips for Frequent Flyers
Whether you’re a young Kiwi planning your OE (overseas experience), a family about to embark on that long-awaited trip to Disneyland, or a seasoned business traveller hopping between meetings in Singapore and Sydney, the excitement of travel is unbeatable. But with every adventure comes a bit of financial planning to ensure your holiday memories aren’t clouded by an unexpected hit to the wallet.
Lifetime Book Club: Barefoot Kids by Scott Pape
This month, we’re shifting gears with a fantastic read for the whole family – Barefoot Kids by Scott Pape. If you’re looking to teach your children about money in a way that’s fun, practical, and empowering, this book is a must-have. Barefoot Kids takes Scott Pape’s signature no-nonsense financial wisdom and adapts it for the next generation. It’s filled with engaging stories, hands-on activities, and simple lessons to help kids understand how money works – and more importantly, how to manage it well.