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

Wealth management firm simplifies audit preparation and gains data estate visibility

St. James’s Place (SJP) is one of the UK’s largest advice-led wealth management firms, serving nearly a million clients and managing £179 billion in funds. As the firm’s data estate grew across many platforms and vendors, SJP struggled to see, explain and govern data lineage for regulatory reporting, audit readiness and emerging AI use — prompting a need for automated documentation and impact analysis across its heterogeneous landscape.

SJP extended its use of erwin® Data Intelligence by Quest® through the vendor’s Value Attainment Program, using automated metadata connectors, a business glossary and lineage capabilities to document Consumer Duty reporting, create Key Risk Indicators and enable horizontal governance. The result: vastly reduced effort to map data movement, days-to-weeks faster audit responses, roughly halved research time on data issues, improved data quality and visibility, and a stronger, AI-ready data governance foundation that maximizes ROI.

St. James’s Place

Ian Peters

Divisional Director of Group Data Management