St. James’s Place data management transformation

Overview: Transforming St. James’s Place’s financial data management

Enhancing data quality with Experian's Aperture Data Studio

St. James’s Place (SJP), a leading financial services provider managing over £184 billion in client funds, faced challenges with inconsistent data, inefficient reporting, and a lack of unified data quality management. To address these issues, SJP partnered with Experian to implement Aperture Data Studio.

This strategic approach has improved SJP’s data quality processes, operational efficiency, and enhanced client and partner satisfaction.

Finance associates assessing data

Challenge overview

SJP needed to enhance its core data, improve its consistency and ensure it was delivering maximum value to its clients and partners.

Challenges
  • Data sourced from multiple systems with inconsistent formats and standards
  • Client reports often required manual interventions to resolve data inconsistencies
  • Reactive fixes for errors led to repeated issues, delaying proactive data governance
View St. James’s Place (SJP) Profile
Company Bio:

St. James’s Place (SJP) is a leading British financial services company, managing over £184billion in client funds. They offer wealth management solutions, including one-to-one personal financial advice, investment, retirement, and protection products and are known by their clients and advisers for their trustworthiness and professionalism.

Industry: Financial Services
Established: 1991
Working with Experian has been exceptional for us at St. James’s Place. Aperture Data Studio has transformed our data quality management. The support from Experian’s team has been fantastic, helping us tailor solutions to our needs. Overall, the collaboration has not only improved our operational efficiency but also supported better decision-making and client satisfaction. We’re excited about the future opportunities this partnership brings.
Ian Peters, Central Data Office, St. James’s Place

Solution overview

SJP established a Chief Data Office (CDO) in September 2022, centralising data management and implementing Experian’s Aperture Data Studio for data profiling and quality assessment.

SJP achieved a 99.16% data quality score, reduced manual interventions by 50%, implemented 120,000 individual data fixes since early 2024, and improved financial adviser data by 2.2%
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Results
  • Root causes of quality issues identified in databases
  • Client data standardised and validated
  • New dashboards introduced for comprehensive visibility into data quality
Solutions
Transforming St. James’s Place’s financial data management

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