Over 1/3 of investors globally would switch firms due to a lack of communication. Does your firm's approach put clients at risk? More
Design and build accurate, compliant reporting documents quickly and easily with our Agile Communications Sandbox (ACS). More
Did your firm's CRM2 Reports make the grade?
Request a CRM2 Report Card for your firm and find out.
Get peer comparisons and best practices to improve your CRM2 Reports, augment your client experience and reduce costs. More
Do your clients feel they're getting good value for their fees?
Our coaching and elearning helps advisors have comfortable, confident conversations with clients about fees, performance and the value they provide.
We know how investors react to investment fees.
We understand what
Our tools and training help advisors communicate their value and have comfortable conversations with their clients.
Get to know us
We’re at the intersection of where Compliance and Regulation meets the Client Experience. Based on our extensive investor research, it’s clear to us that every communication touchpoint impacts the client experience – either deepening the advisor-client relationship or eroding it. Our training programs teach advisors not just about regulation and compliance, but also about how to have comfortable, confident client conversations that transform the client experience and build trust.
Meet our Management Team
Susan is a regulatory expert who's passionate about the client experience. Known as Canada’s CRM2 thought leader, Susan championed the launch of CRM2 while at the Ontario Securities Commission. She focuses on making disclosure practical for firms and understandable for clients.
Follow Susan on LinkedIn.
Brent is an accomplished personalized communications expert with extensive financial industry expertise. Central to all his enterprise communications initiatives is a client-centric mindset, whether the project is about achieving compliance, saving money, or generating revenue.
Or all three.
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Dave is a leading authority on information design and personalized financial communications. As president of Blue ID, Dave’s strategic communications initiatives span banks, credit unions, insurance companies and wealth management firms in Canada and the US.
Follow Dave on LinkedIn.