ECRM
Giving FAs the ability to know exactly what to do next, with most clients all of the time
Next Best Action
Mass affluent clients make up ____% of PBB client base
~20%
Three Key Priority Segments for Franchising
Costco, New Canadians, Untapped Wealth Pools
Most sales happen in this channel
Banking Centers
All relevant info in one place
Increase FA outcomes with
Data, AI & digital platforms
How many Costco clients do we have?
2.3MM
Fully remote frontline sales channel
Compass Mobile
The acronym 'ACE' stands for...
Accelerated Client-analytics Engine
Mass Affluent economic growth expected to outpace Mass Market by
10x
Newcomers per year (2025 Forecast)
1.2MM
____% of client sales take place in banking centers
76%