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.
