Customer 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


Minutes saved per case


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

Customer overview.

St. James’s Place is a FTSE 100 company that manages $113 billion worth of client funds.

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