Waystone is a leading global firm specializing in governance, risk, and compliance solutions for the asset management sector. Waystone’s expanding client base depends on the firm for the efficient and secure gathering and dissemination of its most sensitive and crucial documents, specifically board packs.

What was Waystone's objective?

Waystone’s client base and internal company structure more than tripled in size after some acquisitions. At the time, the firm’s solution for collating and distributing board packs was manual, time-consuming, and expensive.

Waystone began a search for a more efficient board management solution. Leaders needed a solution that would allow them to service their growing client base and their internal boards, protect the security of the board materials, and offer a premium client experience.

What led Waystone to Board Intelligence?

Having used Board Intelligence at a previous organization, Director of Corporate Secretarial Services Mick Hackett invited us to demonstrate our board portal.

Waystone was impressed and quickly chose Board Intelligence over a competitor product they had also been considering. Leaders liked the functionality, client management, and support aspects of our offering. They believed it would help them deliver their vision of a best-in-class company secretarial offering and a more streamlined board meeting process.

We structured a customized commercial arrangement that could grow with Waystone, while also providing certainty on costs to help with the firm’s forward budgeting.

We then set up Waystone on our platform and created a bespoke onboarding and roll-out program for their team and clients.

What was the result of working with Board Intelligence?

Serving boards and clients better with improved operational efficiency

Using Board Intelligence has helped Waystone’s company secretarial teams save hours when compiling and distributing board packs. It has also reduced the problem of late papers and last-minute agenda changes.

A winning client experience

Board Intelligence has been implemented internally at Waystone and across its full global client portfolio. Client feedback has been overwhelmingly positive, with directors finding it easy to master.

Our speedy, granular search function allows Waystone’s directors to quickly search packs for the information they need, whether that’s from two weeks or a year ago. They can even search on the go or off the grid.

Waystone and its clients also have access to 24-hour support from our BI24 team should they ever need an extra helping hand.