St. James’s Place Wealth Management (SJP) won the 2020 Celent Model Wealth Manager award in the Emerging Technology category. Intellect SEEC implemented an intelligent automation solution that executes and validates the Critical Yield Calculations (CYC), required to review the suitability of pension transfer cases of St. James Place. The award recognises how SJP was able to drastically reduce pain points in their advance quality checking process, reduce the time to review specific elements with high certainty and allow increased volume and efficiency, using Intellect’s Intelligent Automation solution.

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