August 21, 2020

    JDX, the global financial services consulting firm, announced today that it was excited to welcome Pete Lipton as Global Head of Document Lifecycle Management Sales. Pete’s arrival further strengthens JDX’s continued growth and development and will allow JDX’s Document Lifecycle Management team to further diversify and expand its client base globally.

    A dealmaker with significant start-up and enterprise sales experience, and with global experience in complex deal management, Pete brings a wealth of knowledge to compliment and supplement the JDX sales team. Pete’s experience ranges from small start-ups to 100,000+ employee fortune 500 companies. By building predictable revenue streams and high performing teams, Pete has helped scale businesses through series-C and D funding, acquisitions, and most recently a $1bn exit at Shape Security. 

    JDX is the defacto standard in document analytics, automation, and digitisation across financial services. Led by Charles Post and Katie Morgan, JDX has adopted a pioneering and innovative approach, developed by industry practitioners to provide differentiating enterprise-wide legal document solutions, aligned to the mission-critical needs of our clients. Pete will take global leadership of the sales drive around the document lifecycle management business in its entirety. Working and supporting Charles Post, Katie Morgan and Claus Friis, Pete’s sales leadership will allow JDX’s Document Lifecycle Management team to welcome new clients as we lead the market alongside our partners.

    Commenting on the appointment, Mike Berry, CCO said: Building on our leading UK and US market positions in document analysis, review, digitisation and AI Modelling, the acquisition of a significant sales leader in Pete  demonstrates JDX’s commitment to our customers and partners to continue driving the market. Pete’s experience across global complex sales engagements further strengthens the existing team which will enable us to continue our exponential growth both locally and internationally. This is further endorsement of JDX’s succession plan to be the market leader in this field.

    Commenting on the appointment, Charles Post, Global Head of Document Digitisation Lifecycle Management and Principal Director, Consulting Services said: “Pete’s appointment is a further example of our continued investment in strategic senior hires, as we scale and accelerate the growth of our legal document analytics, digital automation and contract lifecycle management business. We are thrilled to have a strong relationship builder and sales leader working with us to drive that growth and in charting a strategic course to the future for our customers”.

    Pete commented: “I’m at my best in a fast-paced, agile business, surrounded by like-minded people with common goals- enter JDX. I’m hugely excited to be joining the team and look forward to driving the value of our ever-evolving DDLM offering(s) to the market.”

    Formed in 2012, JDX had a vision to create a global consulting firm inspired by entrepreneurship and a unique culture. An intelligent, outcomes-focused, customer-first business partner committed to delivering exceptional client satisfaction, JDX provides valuable, strategic, technology and operational consulting services. With a history of proven solution delivery, JDX is a trust advisor to its clients in financial services companies, market intermediaries and FinTech companies. A global firm, JDX has offices in New York, Dublin, London Birmingham, Singapore and Hong Kong. To learn more about JDX, visit

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