Case Study: Mattioli Woods achieves major efficiency gains with Dunstan Thomas

Mattioli Woods automates 2 key processes with Dunstan Thomas

Mattioli Woods, a retirement solutions specialist, faced challenges with manual administrative processes that consumed significant time and resources. They partnered with technology vendor Dunstan Thomas to leverage their integration expertise and enhance their proprietary pensions administration platform, MWeb, to automate these tasks.

Dunstan Thomas implemented a series of automation solutions within MWeb, including automatic updates for insurance expiry dates, storage of Energy Performance Certificates, and integration with the Pershing Nexus platform to eliminate manual data rekeying. These changes delivered key efficiencies, reduced manual errors, improved data integrity for GDPR compliance, and freed up client relationship managers to focus on higher-value work for clients.

Mattioli Woods