Wealth management firm simplifies audit preparation and gains data estate visibility

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Quest Software helped St. James’s Place enhance visibility and control over their complex data estate by providing automated tools to document changes and map data flows across diverse systems. This solution supported SJP’s regulatory compliance and audit readiness by enabling quick identification of data origins and root cause analysis of issues. Quest’s platform improved data governance, transparency, and operational efficiency, empowering the wealth management firm to manage its growing data landscape confidently and meet evolving regulatory demands effectively.

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Wealth management firm simplifies audit preparation and gains data estate visibility

Wealth management firm simplifies audit preparation and gains data estate visibility

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