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Advisor Productivity
Equisoft acquires Grendel, advancing its growth strategy in the United States
Equisoft is pleased to announce the acquisition of Grendel, a privately-owned US-based company offering an industry leading customer relationship management system (CRM) purpose-built for the wealth management industry.Read Press Release -
Wholesaler Productivity
What All Asset Managers Need to Know About the New Customer Experience Landscape
Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.Read Article -
Asset Allocation and Wealth Analysis
Streamlining The Data Flow Between Distributors and All Industry Stakeholders
Get the key takeaways from the 2019 Canada Sales Congress, including: how to leverage technology to gain efficiencies, and streamlining the data flow between carriers, distributors, advisors and clients.Read Article -
Wholesaler Productivity
Pandemic Disruption & Beyond: A New Vision For The Fund Wholesaler Role
Over the past few years we’ve seen the fund wholesaler role transition from a sales-focused to a more consultative approach. But now market uncertainty and pandemic pressures are accelerating the need for all wholesalers to redefine their role.Watch Webinar -
Financial Needs Analysis
Advisors Can Now Help Clients Benchmark Their Financial Well-being Against Their Peer Group
A benchmarking tool allows companies to leverage millions of digital records to help consumers better understand their financial health.Read Article -
Asset Allocation and Wealth Analysis
Taking A Customer-Centric Approach in Financial Services
The changing role of wholesalers and the need for a customer-centric approach in financial services.Read Article -
Asset Allocation and Wealth Analysis
CRM2 and its impact on the Canadian retail investment industry
A series of new rules rolled out in three stages beginning in 2014 and continuing through until 2016 will shine a new light on fees and performance, ultimately shaking up the financial advisor's role.Read eBook -
Advisor Productivity
Opportunities for financial advisors
Get the key takeaways from the 2019 Canada Sales Congress, including: how MGA's can add value for advisors, & how a new, hybrid distribution model can help advisors compete with direct-to-consumer offerings.Read Article
