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November 11, 2020

Increase advisor productivity with a flexible reporting solution

1 min read

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Challenge

  • A top Canadian bank needed a reporting system to integrate across a large number of data sources
  • Needed to be scalable as operations grew

 

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Solution

  • Improved advisor reporting and investor experience
  • Integrated with 20+ systems, including Charles River and Salesforce
  • Enhanced management level reporting capabilities

PureFacts reporting solution

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Results

  • Increased advisor retention rate, advisor productivity, and investor experience
  • Enabled business to scale