CRM2 Report Card
Get peer comparisons and best practices to improve your CRM2 Reports, augment your client experience and reduce costs. More
Coaching & elearning
Discover how to have comfortable, confident conversations with your clients about fees, performance and the value of your advice. More
The Investor Lens
Gain insights into what really matters to investors. Avoid client friction points and deepen relationships with effective communication. More
Do your clients feel they're getting good value for their fees?
Our elearning scenarios will help 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
As a firm, we’re at the apex 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.