St. James's Place

In-house document development saves time and costs

The St. James’s Place (SJP) Wealth Management Group offers a wide range of high quality wealth management services to businesses and individuals. Today the firm has over 400,000 clients and £16.5 billion funds under management. SJP is considered to be one of the UK’s leading wealth management companies.	Learn more
Summary
Industry: Private Banking/Wealth Management
Applications: Financial Statements
Return on Investment: Decreased submission-to-print process by over 90 percent, from several minutes to 15 seconds Reduced time and costs associated with template changes for wealth accounts Increased customer satisfaction and branding awareness for wealth statements