Becoming A Digital Broker

Fundamentals of Building a Digital Brand

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OverviewThis article provides a top level overview on how brokers can build an online brand and things they need to consider to do so, including:Key Metrics to consider trackingIndustry average in ter...
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Digitization

It starts with customer onboarding

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Digitization is sweeping every aspect of the financial industry today. It is changing the way we communicate, how we access our financial data and where we transact with our banks and insurance compan...
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Beyond the marketing hype

Truly digital client acquisition

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Passing by the Desjardins at Guy Concordia metro, you'll notice large advertisements clearly targeting the students of the nearby university. With their casual vernacular and smiling co-eds, the ads a...
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