Technology firm Centology has integrated the Pathlines Pensions SIPP form directly into its CRM and client portal in a bid to make the application process easier.
Following the integration, advisers and clients should be able to complete fully pre-populated SIPP applications entirely within Centology , without the need to access external portals or move between systems. The integration uses its in-house workflow engine and native AI infrastructure called Pulse and Echo which manages "workflow logic and system connectivity" across the platform, Centology set out. Centology chief operations manager Joe Power explained this results in "more efficient and easier data handling, reduced costs, plus higher standards of accuracy". Power said: "Previ...
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