Case Study: JTC achieves 25% time savings with Board Intelligence

How JTC achieved 25% time-saving with the Board Intelligence portal

JTC Group, a global financial services firm, needed a better way to produce 50–100 board packs each month for its 2,500+ private, institutional, and funds clients. Its legacy system was not intuitive, did not integrate well with internal systems, and did not let clients access board materials through an app, making board pack preparation time-consuming.

JTC Group implemented Board Intelligence’s board portal to streamline board pack production and provide a professional client-facing app. Board Intelligence delivered a 20–25% time saving in creating board packs, improved the speed of delivery to clients, and generated strong internal and client interest in broader use across the business.

JTC Group

Adam Jeffries

Chief Information Officer