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

Wealth management firm simplifies audit preparation and gains data estate visibility

St. James's Place Plc, a UK wealth management firm managing nearly a million clients and £179 billion in funds, faced a sprawling heterogeneous data estate with limited visibility into where data came from or how it moved—making regulatory reporting, audits and AI readiness difficult. To address this, SJP deployed erwin Data Intelligence (erwin) to automate data lineage, build a business glossary and document changes across systems for Consumer Duty and audit preparedness.

Working with erwin and its Standard and Smart Data Connectors as part of erwin by Quest’s Value Attainment Program, SJP automated metadata ingestion and lineage mapping to improve governance and impact analysis. erwin’s solution slashed time and effort to document data movement, saved days or weeks in audit responses, cut research time for data-quality inquiries by about half, and increased visibility to ensure the data estate is AI-ready—maximizing SJP’s return on the erwin investment.

St. James's Place Plc

Ian Peters

Divisional Director of Group Data Management