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Digital Document Delivery made easy for AMP

Intelledox implemented an automated document solution, for AMP financial advisers, covering all components in the construction of all advice documents. The Infiniti system was easy-to-use making 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
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