Case Study: NSM Funds streamlines board reporting and boosts client service with Board Intelligence

NSM Funds streamlines board reporting across 90 jurisdictions with Board Intelligence

NSM Funds, a fund administration and corporate services business, faced challenges with inefficient and fragmented board reporting processes as it grew. Their company secretarial teams were spending excessive time manually preparing board packs across multiple systems, which limited their capacity for high-value regulatory work and client service. Seeking to streamline this, they partnered with vendor Board Intelligence to implement its board portal solution.

By adopting Board Intelligence's platform, NSM Funds replaced its manual processes with a single, consistent system for preparing, managing, and distributing board packs. This significantly reduced preparation time, freeing the team to focus on regulatory advice and client service. The solution was easy to use for both junior and senior staff and offered flexibility for directors, accommodating both digital and PDF preferences. Board Intelligence provided NSM with a trusted platform they could confidently recommend to their own clients, raising their overall service bar.

NSM Funds