Automation AI
Supporting process volume growth with intelligent automation.
Through automation, St. James's Place streamlined business assurance processes, specifically in managing pensions. Advisors were able to review more incoming cases, increasing processing volume by 100% instead of the current 20%. Automation also saved 63 minutes per case and ensured that 85-90% of cases were checked with a bot.
Download case studyCustomer Quote
People have bought into automation and can see it adds value. When we replicate the success cases from the pilot, we anticipate the benefits to be exponential.
Sam Yates
RPA Consultant
Customer achievements.
Customer Achievements
63
Minutes saved per case
85–90%
Cases checked with a bot
Paving the way to automating complex investment processes.
St. James's Place has successfully streamlined its business assurance processes, particularly in managing pensions, through the use of intelligent automation. This has resulted in increased processing volume, saved time, and improved efficiency. The company has learned valuable lessons from the pilot phase, such as involving IT early in the project and breaking down processes into manageable parts. The investment division, partner services, and IT division have already implemented automation, with positive results. Advisors were able to review more cases, increasing processing volume by 100% and saving 63 minutes per case. Automation also ensured that 85-90% of cases were checked with a bot.
Processes automated.
- Business Assurance
- Investment Reporting
- Partner Servicing
Empowering business teams to identify and automate their own processes.
The business teams plan to automate processes in key areas like investments, technology, client services, finance, and business assurance. The investment division has a pipeline of automation tactics planned for this year and 2020.
Customer Quote
Automation Anywhere actually broadens the horizons. It gives us an enhanced level of capability to automate where we were not able to do so with another. Its ease of use and purpose is to the next level.
Sam Yates
RPA Consultant
Customer overview.
St. James’s Place is a FTSE 100 company that manages $113 billion worth of client funds.
