Case Study: JTC Group achieves 20-25% time savings in board pack creation with Board Intelligence Read and Manage

JTC Group - Customer Case Study

JTC Group, a global financial services firm serving 2,500+ private, institutional and funds clients, was producing 50–100 board packs a month using a legacy system that didn’t interface with internal systems or provide client app access. To address these challenges, JTC Group selected Board Intelligence and its Read and Manage board portal and pack production solution.

Board Intelligence implemented Read and Manage to provide a focused pack-creation tool and a professional client-facing app, streamlining pack delivery and improving functionality. The solution delivered a 20–25% time saving in creating JTC’s board packs, freed significant staff time across their monthly workload, generated universally positive feedback from client relationship teams, and prompted clients to request wider use of Board Intelligence’s platform.

JTC Group

Adam Jeffries

Group Chief Information Officer