Some of the best names in the industry rely on us to help them achieve their goals. We work with large banks, independent broker dealers, custodians and high net worth firms across Canada, USA, and Europe.
A major bank grew revenue by 65% in 5 years by launching a new fee-based program to accurately and reliably calculate fees.
A major bank improved advisor experience with a reporting solution that integrated 20+ systems including Charles River and Salesforce.
A wealth management firm reduced its investor attrition rate by focusing on the clients with the highest likelihood of leaving.