Case Study: St. James’s Place achieves FCA compliance and cuts certification time from one year to one month with SailPoint Technologies

St. James’s Place Puts identity governance front & center

St. James’s Place, a trusted wealth management firm offering investment and tax planning services, struggled with limited visibility into who was accessing its systems and mounting regulatory pressure to prove compliance. Manual provisioning, deprovisioning, and certification processes created inefficiency and made audits slow and burdensome.

The firm partnered with SailPoint to implement an identity governance program that automated access provisioning, deprovisioning, and certification campaigns, established a compliant operating culture, and reduced unnecessary costs. The result: faster, more reliable audits and a dramatic cut in certification time—from one year down to one month.

St. James’s Place

Tari Dogra

Head of Division – IT Service Management