CRM2 Challenges | Mackenzie Investments

Implementing CRM2

The Industry Perspective

An initiative as large and far reaching as CRM2 requires a collective effort from the Canadian investment industry. Find out how the industry is implementing CRM2 in our new video series featuring Patti Best, Senior Vice President of Client Experience.

CRM2: The Industry Perspective

The impacts and challenges of CRM2 on the Canadian investment industry.

Key Points

  • CRM2 is introducing new requirements for reporting to clients i.e. costs and performance of their investments, as well as the content of their accounts.


(Login Required)CRM2 Challenges

How is the industry responding to CRM2 implementation challenges? Learn more in our final Implementing CRM2 video featuring Patti Best.

October 19, 2015 (1m 22s)

(Login Required)The Impact of CRM2

Patti Best explains how each facet of the Canadian investment industry is affected by CRM2.

October 5, 2015 (1m 08s)

(Login Required)Establishing CRM2 Standards

Patti Best, Senior Vice President of Client Experience, explains how the Canadian investment industry is working together to establish standards and improve clients’ understanding.

September 21, 2015 (0m 51s)