St. James’s Place
St. James’s Place is a trusted wealth management advisor offering its customers financial investment and tax planning services.
Challenge
St. James’s Place was frustrated with a lack of understanding of who was accessing their systems, coupled with frustration over regulatory pressure to understand their employee access patterns and needing to demonstrate compliance. The company envisioned a more efficient organization with clarity and assurance that the right people had access to the right applications.
Solution
- Meet regulatory pressure with a compliant operating culture
- Enable an efficient workforce
- Reduce unnecessary costs for the business
Industry
Finance
“Compliance in the financial services industry can make or break your business. With SailPoint we can confidently demonstrate compliance with the Financial Conduct Authority. Our automated certification campaigns now take one month to complete – a process that previously took one year.”
— Tari Dogra, Head of Division – IT Service Management, St James’s Place
The results
After searching for a vendor that could help institute strong compliance practices and integrations with key systems, St. James’s Place partnered with SailPoint to build their identity governance program. The previously manual processes – provisioning and deprovisioning access and certification campaigns — are now fully automated, satisfying and speeding up audits and ridding the company of the manual burden.
