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National Bank using AI to reach out to clients

The bank has entered a strategic partnership with Automat Technologies Inc. to introduce a chatbot to engage with clients

Mandeville, Smart Money introduce WealthPort service

The bank’s financial advisors will gain access to the Nest Wealth Pro white label robo-advisor platform

Adjusted earnings above estimates

OBSI plans to improve resolution process

The elimination of embedded commissions could make the financial services sector less desirable for young adults or widen the advice gap for the mass affluent, some suggest

Mutual Fund Manager of the Year: Marc Lecavalier on top with National Bank Quebec Growth Fund

National Bank is intent on increasing its high net-worth business, with a strong focus on clients rather than managing fund products

Private Banking 1859 increases its presence in Western Canada

Ricardo Pascoe, former executive vice president of financial markets, takes on the new role while Denis Girouard has been promoted to succeed Pascoe in his former position

This change is part of a succession plan that will see Gagnon succeed Luc Paiement, who will become executive advisor, after almost 35 years with the bank

  • By: IE Staff
  • April 4, 2016 June 20, 2018
  • 16:05

New website gives clients immediate answers to their questions

  • By: IE Staff
  • February 12, 2016 February 12, 2016
  • 14:10