Enterprise Bank

As one of the largest banks in Canada, this Advicent partner boasts $217 billion in assets under management and supports over 400,000 clients globally. However, until the late 1990s this bank was leveraging multiple homegrown financial planning tools and struggled to deliver consistent, trustworthy advice for clients. By consolidating their financial planning technology to a single, consistent calculation engine that supports advisor advice, the bank was able to establish uniform processes and to streamline operations.

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How NaviPlan can help

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

A closer look at this bank's success with Advicent technology:

  • Increased efficiencies by 20 percent
  • Increased prospect-to-client conversion rate by 240 percent
  • Increased AUM by 100 percent
  • 30 percent of advisor recruitment attributed to NaviPlan