A rapid digital transformation at Rathbones – which provides individual investment and wealth management services for private clients, nonprofits, trustees and professional partners – established new, flexible ways of working for employees. New digital capabilities improve the client experience, support employees’ decision making and help to attract tech-savvy clients. The firm also replaced paper-based processes in favor of digital outputs, resulting in 80% less printing and 30% less power consumption during the pandemic to meet its sustainability targets.

Like many well-established financial services firms, Rathbones employees engaged clients using traditional means, including high-quality printed reports and face-to-face meetings. When the global pandemic put everyone in lockdown, Rathbones’ team found itself needing to adapt quickly. Rethinking the company’s workplace and business strategy, which included a move to the cloud, became necessary to continue operations during the pandemic and to support hybrid working in the future.

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