Sentry Investments


Digital Transformation - Broker Portfolio Advisory Platform

One of Canada’s most up and coming mutual fund companies, with over $20 billion in assets under management wanted greater competitive advantage.

Challenge


Sentry wanted to find better ways engage and support its financial advisors by providing access to in-depth portfolio modelling tools and better enabling discussions with their clients and providing greater value.

Solution


We re-designed and are rebuilding Sentry’s custom portfolio modelling tools servicing both Advisors and Clients. This includes a predictive modelling solution supporting their salesforce, all based on Modern Portfolio Theory. Engagement is enhanced levering unique attributes that leads to expertly diversified financial investment portfolios that meet the client's short, mid, and long term financial needs.

Results


  • Enable sales teams to be smarter, more efficient and accurate.
  • Ability to show high net worth individuals their true, real-time data based on investment choices.
  • Built a continued strategic long term partnership, where K2 Digital served as a trusted advisor to Sentry.
  • We appreciate all of the tremendous amount of expertise and the different point of view K2 Digital brings to the table. We value their help in getting us to the next digital level - Executive at Sentry.

Contact Us


175 Bloor Street East
North Tower, 7th Floor
Toronto, ON M4W 3R8
Google Maps

+1 (416) 644-2002
+1 (888) 468-1855
lawrence@k2digital.com