A CRM integration project involving a UK pensions provider highlights possibilities for future AI-powered developments in the sector, writes Joe Power. Here he explains how AI-technology opens up more possibilities regarding how similar technologies could be used in the pensions sector...
Centology recently completed a project to integrate the Pathlines Pensions SIPP form directly into its CRM and client portal. Rather than replicating or rebuilding the SIPP application form within Centology's environment, the firms worked together to embed the existing Pathlines Pensions' form directly into the Centology system. The result is advisers and clients can now complete fully pre-populated SIPP applications entirely within the Centology interface, without the need to access external portals or move between systems. The most interesting aspect of the integration is the u...
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