Our success is demonstrated by the quality of our long-term relationships with some of the world’s most recognizable financial brands.
We recommend PureFacts as a strong partner that will work alongside clients to deliver successful business solutions.
- SVP, Head of Operations, Canaccord
PureFacts’ business analysts really understood our reality and challenges while being always proactive. They’re quick on their feet and do the extra mile to fix accurately any temporary discrepancies with the application
– VP, Wealth Management Solutions, National Bank Financial
PureFacts has the tech and development expertise we need with creative, nimble people who listen to our requirements and know how to translate product into a powerful business solution.
– President and Chief Investment Officer, WBI
How we help
Grow revenue
A major bank grew revenue by 65% in 5 years by launching a new fee-based program to accurately and reliably calculate fees.
Increase advisor productivity
A major bank improved advisor experience with a reporting solution that integrated 20+ systems including Charles River and Salesforce.
Retain clients
A wealth management firm reduced its investor attrition rate by focusing on the clients with the highest likelihood of leaving.