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Case Study

How JTC saved 25% of its time with the Board Intelligence portal

“We’re looking at a 20–25% time saving in creating the board packs… the product sells itself!”

~ Adam Jeffries, Group CIO, JTC

Key takeaways

  • A user-friendly, intuitive system that makes board pack compilation easier.
  • Significant time savings that allow organizations to spend more time adding value for clients.
  • A board portal specially optimized for the fund services industry’s needs.

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The challenge: Monthly bulk board pack production demands

Global financial services firm JTC assembles between 50 and 100 board packs monthly across its 2,500+ private, institutional, and funds clients.

To do this, JTC was using a legacy product that didn’t interface well with its internal systems. Creating the board packs was a time-consuming monthly process, and clients weren’t able to access the board materials directly via an app.

The system we were using before wasn’t particularly intuitive, and it was difficult to get information from our file shares onto the system.

~ Adam Jeffries, Group CIO, JTC

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The solution: An efficient board pack production system and board portal

JTC surveyed the market and chose to switch to Board Intelligence’s board portal, which provided everything they needed:

1. A targeted tool for creating and delivering board packs, with an architecture and permission set able to handle multi-client, multi-fund structures with multi-boarded directors.
2. A professional client-facing app to help boost credibility with JTC’s clients.

The functionality to create packs is now a lot better than what we were using, and the delivery to clients is a lot faster.

~ Adam Jeffries, Group CIO, JTC

The outcome: Up to 25% time saved on 100 board packs a month

The Board Intelligence portal saved 20–25% time in creating JTC’s board packs compared with the previous solution, freeing up a significant amount of time.

It’s also made a measurable impact at JTC, with client relationships teams calling for its wider use in the business and JTC’s clients requesting the use of Board Intelligence.

Board Intelligence provides the only board portal with an architecture, charging model, and permission set designed specially for fund, trust, and corporate service providers. Click below to learn more.

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