Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock • 1 min read

Aviva has today (9 May) launched an automated client and asset transition capability for its adviser platform.

The new service utilises robotic process automation (RPA) and has been developed in collaboration with advice firms to help advisers transfer clients and lessen the administration needed for maintaining multiple acquired platforms. Aviva said it is working with additional firms who have immediate demand to transfer clients over the next few months. The service will be developed further with the plan to fully embed this within the platform later this year. Head of Aviva adviser platform Al Ward said: "We started our work with advice firms to work together to utilise RPA and demonstrate...

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