Continual business process improvements made simple
Sarasin & Partners is a privately owned firm of asset managers, headquartered in the heart of London’s financial district. A specialist in sustainable investing, the firm provides services to charities, private clients, pension funds, independent financial advisors, families, and institutions.
Sarasin & Partners is responsible for investing £13.9 billion on behalf of its clients so auditable processes are crucial. However, paper forms and manual processes interfered with efficiency. With K2 Software, the firm is streamlining processes like logging operational risk incidents and making compliance more efficient. After automating just 1 process, staff members involved in the process save 8 hours of time per week, and more process improvements across the business are on the way.