FPS&E Townhall

ECRM

100

Giving FAs the ability to know exactly what to do next, with most clients all of the time

Next Best Action

200

What is Client 360

 All relevant info in one place

300

The acronym 'ACE' stands for...

Accelerated Client-analytics Engine

Imperial Service

100

Mass affluent clients make up ____% of PBB client base

~20%

200

Increase FA outcomes with

Data, AI & digital platforms

300

Mass Affluent economic growth expected to outpace Mass Market by

 10x

Franchising

100

Three Key Priority Segments for Franchising

Costco, New Canadians, Untapped Wealth Pools

200

How many Costco clients do we have?

2.3MM

300

Newcomers per year (2025 Forecast)

1.2MM

Core/Digital

100

Most sales happen in this channel

Banking Centers

200

Fully remote frontline sales channel

Compass Mobile

300

____% of client sales take place in banking centers

 76%