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.
- 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.