iA CONNECTED

Your ongoing source of information.

My Client Space | Talk your clients into providing their email address

February 14, 2024

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.

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IT Help Desk | Good practices

February 1, 2024

Topics: Insurance, Digital tools

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iA Financial Group honored for the quality of its marketing tools

November 10, 2023

Topics: Digital tools, Web and Social Media

We are very proud to inform you that the 2022-2023 RRSP-TFSA marketing campaign has been recognized by the MarCom Awards, an international creative competition for marketing and communications professionals.

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My Client Space has a new look!

July 25, 2023

Topics: Miscellaneous, Digital tools

My Client Space and iA Mobile now feature a modernized visual environment to provide your clients with a more streamlined, user-friendly browsing experience.

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IT Help Desk | New contact options

July 6, 2023

Topic: Digital tools

More ways to communicate with us, including live chat.

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Advisor Centre – Revamped!

May 31, 2023

Topic: Digital tools

All your digital tools and related support materials are now in one place and after a quick browse, you will feel right at home on the redesigned homepage.

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Longevity: Helping your clients avoid outliving their retirement savings

May 25, 2023

Topics: Digital tools, Economic news

Factors such as healthy lifestyles and medical advances have resulted in a steady increase in life expectancy.

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Business Tracker | Always more to simplify your business management

May 18, 2023

Topics: Insurance, Savings, Digital tools

Whether it’s to process your current requests, get notified of their progress or more readily target your sales opportunities, Business Tracker is an essential tool that is constantly being improved. Check frequently to get the most out of it!

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Reminder: Withdrawal of the Interface Suite on May 5, 2023

April 20, 2023

Topics: Insurance, Digital tools

Only a few days left to complete any outstanding EquiBuild applications.

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Digital evolution | Withdrawal of the Interface Suite on May 5, 2023

March 27, 2023

Topics: Insurance, Digital tools

As iA’s digital tools continue to evolve, the Interface Suite will soon be withdrawn.

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