Case Study

Increasing Efficiencies with automated Client onboarding

Increasing Efficiencies with automated Client onboarding

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Company Jm Finn & Co is one of the UK’s leading privately owned investment managers. providing a truly independent service to its customers. Founded as a partnership in 1945 and incorporated as a private limited company in 2006, Jm Finn & Co has offices in London, Bristol, Leeds, Bury St Edmunds, Ipswich and Cardiff and links to all the world’s major financial centres. Increasing Efficiencies with automated Client onboarding ChaLLEngE

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