Who

M&G is a leading savings and investment company with a 170+ year heritage.

They are listed on the London Stock Exchange as M&G plc.

Verification

Annual Report & Accounts, Investor Relations Slides, Solvency & Financial Condition Report (SFCR)

Insights

Transforming manual processes to automated ones improved accuracy, saved significant time, and provided real-time visibility into verification status across teams.

Filters

Breaking free from manual verification

The team at M&G relied on manual processes that were time and resource intensive when verifying their Annual Report.

Their existing process involved multiple teams across the business. It was time to improve their approach.

Finding a solution to transform the entire process

When their Company Secretariat team mentioned Atticus, they arranged a demo to see if it could help.

“As soon as we saw the auto-annotate ‘magic wand’ we were sold! We knew that not having to verify statements in Excel would completely transform our process.”

Susan MacFarlane
Group Reporting Development Manager, M&G

What started as a search for efficiency became a complete transformation of their verification process. 

M&G recognised that Atticus aligned perfectly with their objectives of simplifying processes, improving controls, and enhancing transparency—making the business case straightforward to build.

Moving to a more efficient, automated process

Atticus significantly improved M&G’s verification process across multiple fronts:

From weeks of manual work to just one day

Two administrators could annotate around 140 pages of the Annual Report in just a few hours using Atticus’s auto-annotate feature, eliminating time spent on manual annotation.

Real-time visibility across 70+ team members

The dashboard provided immediate insights into verification status across all documents and teams. This was impossible with their previous process.

“The most positive experience was the sense of satisfaction when the dashboard showed ‘100% verified’. Having the visibility of the dashboard gave us something to work towards and allowed us to quickly identify where the gaps were.”

Susan MacFarlane
Group Reporting Development Manager, M&G

No more lost work with version control

When new document versions were uploaded, all previous verification work was preserved. 

No more manually identifying and updating changes in spreadsheets.

Evidence shared automatically across teams

Teams discovered they could access evidence uploaded by colleagues across departments. 

They found the “potential matches” feature to be particularly useful. It eliminated duplicate work and reduced time spent hunting for information.

Easy onboarding for the entire team

The platform’s intuitive design required just a one-hour training session. 

Users were quickly navigating the system confidently and realising substantial time savings.

“Atticus has been very well received internally. Everyone has commented on how easy it is to use and how much it has improved the verification process. Verification is always going to be viewed as a necessary task, but Atticus makes it much more efficient.”

Susan MacFarlane
Group Reporting Development Manager, M&G

Measurable impacts across the organisation

The results were immediate and quantifiable. 

What previously took weeks of fragmented effort across multiple teams was streamlined into a coherent process with clear accountability.

  • 70+ users across multiple departments working on the Annual Report verification simultaneously
  • 18 person-days reduced to less than 1 day for annotating 140 pages of the Annual Report
  • 2 weeks to complete the SFCR verification with cross-team collaboration
  • Zero duplicate research thanks to shared evidence repositories
  • 100% visibility of verification progress through the dashboard

For M&G, Atticus delivered more than just efficiency—it transformed their verification into a streamlined, collaborative process with enhanced controls and visibility every step of the way.