Modernizing the advisor experience
Financial service clients want more than just investment performance. They want quality interactions with advisors, helpful advice on how best to proceed with life events, and relevant guidance on achieving their specific goals. The key to success? Personalized experience.
The future of financial Crowns
Changes in an evolving landscape
The pandemic has placed pressure on financial Crowns—Crown corporations dedicated to financial services—to play a more integral role in shaping the Canadian financial services industry.
The pandemic has placed pressure on Financial Crowns to play an integral role in shaping the Canadian financial services industry.
Digital real estate in 2022
How to succeed in a world of disruption
Space is being deprioritized as the commodity of value. The traditional business model of providing exclusive access to square footage is being challenged by a new model, one that provides access to services enabled by that space.
Optimizing the wealth consumer engagement journey
In this series, we will explore how wealth managers can improve client experiences and develop lasting relationships
Our bold vision for wealth management focuses on modernizing and digitally transforming the end-to-end value chain to drastically improve performance, scale, and the ability to serve clients more effectively.
Anti-money laundering and terrorist financing in Canada
Money laundering and terrorist financing remains a trillion-dollar global challenge. While the financial services industry persists and adapts, Canada is far from secure today, and is vulnerable to the increasingly sophisticated methods used by financial criminals.
Realizing the digital promise in financial services
This series of papers from the Institute of International Finance and Deloitte explores how financial services firms are implementing digital transformation. We look at the challenges, enablers and partnerships to capture more value from digital transformation and ensure success.
Consumer Protection through Contact Centres
Building customer trust while driving compliance
“We care about you in these unprecedented times and we’re here to help.” Organizations have been bombarding consumers with messages like this throughout the COVID-19 pandemic. Customers and regulators are beginning to separate the marketing hype from tangible actions and commitments.
As the pandemic continues, Canadian regulatory bodies, including the Financial Consumer Agency of Canada (FCAC), are creating new and amended provisions to shift public policy toward strengthened supervision over financial product and service delivery in Canada.