Robotic Process Automation in Wealth Management

Modernise the way you work by introducing robotic process automation into wealth management. 


Effective automation in wealth management gives your business agility. By automating repetitive tasks and digitising workflows your team will be free to explore new and other opportunities, both internally and for your clients. Increase your conversion rates, make marketing more impactful and give your business the tools it needs to take that next step. 


Whether you work in acquisitions, financial advice or management, automation will have an impact on every job. Working with automation consultants, we can help you identify bottlenecks as well as potential optimisations that can be made and rolled out through your entire operation. 

Years Experience
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Automation Transactions
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3 Steps to RPA Success


To achieve total business optimisation you need to know what needs automating, the resources and timelines required and your ROI. Using a combination of process mining, process mapping, and the jaam discover methodology, we have you covered.


The jaam team combines deep technology expertise and project experience to ensure successful delivery. If you need help with establishing an RPA practice or solving a specific business problem, our team are on hand to help.


We work as ongoing robotic process automation consultants for our clients., although we prefer to think of ourselves as partners. Our membership schemes mean we can support you as you grow your use of RPA over time.

Automation in wealth management allows you to spend more time on the important stuff

In order to be able to give the best advice and maximise client success, wealth management companies must evolve. Your team must be cognisant of changes and recognise opportunities, even if you have never ventured into them before. 


Robotic process automation in wealth management is a new opportunity and another way to modernise your operation. In an industry where client relations are critical, automation in wealth management helps you deliver more value and better support your clients. 


Automation in wealth management will free up the time that’s traditionally been spent on administration, emailing or other repetitive tasks. This time can be reinvested more lucratively with clients, with upskilling, with so much more. 

  • Futureproof operations
  • Improve morale
  • Save on recruiting 
  • Increase business agility
  • Prevent bottlenecks
  • Minimise business risk
  • Create space for innovation
  • Achieve ROI
  • Secure business growth


Jaam are automation experts. The hottest technologies, finest skills and best people have come together to establish Jaam - a company that puts people at the forefront of automation and robotic processes. We believe that businesses are human. The solutions we build are designed to support the people within your organisation.


Successful transformation can only be achieved using the right tools for the right job. Jaam supports businesses like yours from idea through to automation, starting with the best and most appropriate software. We bring our deep bench of technology and experience to ensure the best possible result for every project.


Purchasing your technology is only half the process. Now it’s time to deliver. Here at Jaam, our automation consultants will help you cross the line and ensure you achieve what you set out to. From building robots to project management, mapping process to automating workflows, Jaam delivers value for your organisation.

Automation can be intimidating. At Jaam, we don’t want it to be.

Still not sure how you can implement automation in the finance sector?

At Jaam, we know that the most important part of your work is the people. Getting to the core of your clients needs and understanding their specific circumstances is a priority, but your people will be, too. It’s never been harder to recruit and retain talent. At Jaam, we partner the best automation technologies with the people who need them. This way, implementing automation in wealth management is flexible and human-focused.


We really are the automation experts. The team at Jaam have more than 20 years experience helping businesses who are ready to grow and evolve. With so many changes occurring in the finance markets and it being harder than ever to achieve your goals, now is the time to automate. 


Get in touch with our team to upgrade the way your business works, today. 

Ready for a solution?