Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram!
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.
February 12, 2024
Topic: Digital tools
Generate sales opportunities using Web Showcase's ready-to-share posts. It's simple, just copy and paste the content onto Facebook, LinkedIn or Instagram!
November 10, 2023
Topic: Digital tools
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.
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.
July 6, 2023
Topic: Digital tools
More ways to communicate with us, including live chat.
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.
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!
April 13, 2023
Topic: Digital tools
Did you know that in addition to allowing you to keep in touch with your clients, email marketing is one of the best ways to generate new sales?