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.
New Zealand’s gender pay gap is unlikely to be going anywhere anytime soon and the impact of earning less over a lifetime has an enormous effect on a woman’s immediate and future financial security. This is compounded by a lower level of workplace participation, a tendency to seek part-time casual work and bear the bulk of caring responsibilities for children and other family members. So how can women bridge the gap? Here are some tips on how to build wealth and make positive steps towards pay equity and financial independence despite and in spite of the hurdles women face.
Lifetime continues its growth strategy to build a long-term sustainable financial advice business to serve New Zealanders with the joining of One50 Group. The deal adds accounting and property accounting partnerships, general insurance and business advisory services to the Lifetime advice suite.