Case Study: Apex Group cuts board pack production time by up to 60% with Board Intelligence

How Apex Group cut board pack production time by up to 60% with Board Intelligence

Apex Group, a global financial services firm and corporate services provider, needed a scalable board management solution as it expanded across more than 100 offices in 52 countries. Before working with Board Intelligence, its company secretarial teams were using manual processes to assemble and distribute board packs, which was time-consuming, inconsistent across jurisdictions, and difficult to scale.

Board Intelligence rolled out its board portal across Apex Group’s corporate solutions operation and internal boards, replacing manual pack production with a single platform for collecting documents, building packs, and managing meetings. The result was board pack production that is now 40–60% more efficient, helping Apex Group meet service level agreements more consistently, serve 540 clients across 20+ countries, and take on more meetings without adding headcount.

Apex Group

Oliver Norman

Head of Corporate Product Innovation, Capital Markets