Case Study: St. James’s Place simplifies audit preparation and gains data estate visibility with erwin Data Intelligence

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Preview of the St. James’s Place Case Study

St. James’s Place saves days in audit response with erwin

St. James’s Place, a UK-based wealth management firm, faced the challenge of gaining visibility into its complex, heterogeneous data estate to meet strict regulatory compliance and audit preparation requirements. To automate data lineage and understand the business context of its data, the company turned to erwin Data Intelligence by Quest.

By implementing erwin Data Intelligence and utilizing erwin Standard and Smart Data Connectors, St. James’s Place automated the documentation of its data landscape. The solution from erwin slashed the time needed for audit responses by days or weeks, cut research time for data quality inquiries by half, and provided the visibility needed to ensure its data is AI-ready.


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