Digital Document Automation made easy for AMP

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Intelledox implemented a digital process automation solution for AMP financial advisers, covering all components in the construction and use of advice documents. The Infiniti system’s easy-to-use on-demand customer communication made it possible for financial advisers using different CRM systems to produce the same centrally managed documentation.

Solution highlights:

  • Direct control of documents
  • Easy to maintain, requiring no IT support
  • Modern web-based and user-friendly interface
  • Fast generation of complex investment advice documents in line with brand guidelines