Scotia Wealth Management

Scotia Wealth Management

Scotia Wealth Management, Private Banking and Private Investment council provide an innovative team-based approach for managing wealth on behalf of customers for family, business or future needs. Relationship Managers bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

itracMarketer has been working closely with Scotia Wealth for several years in managing digital content distribution on behalf of relationship managers across Canada.

With unique and comprehensive account management capabilities that enable the head office and regional locations to manage approved content, customer and advisor profiles as well as distributed communications Scotia has kept customer engagement a priority on the front-line.

Centralized communication deployment has provided significant productivity and efficiency gains while maintaining personalized communications at the local level. In addition, tiered drill-down or roll-up reporting provides performance management metrics that are monitored to address content value and customer engagement based upon channel, device, time of day or day of week.

Customer marketing profiles have built-up over time and Scotia is well positioned to take their content marketing to the next level.

Scotia Wealth Management
Enterprise Account StructureEnterprise Email Marketing Management
  • Centralized Email Deployment
  • Content Sharing
  • Account Hierarchy
  • Role Management
  • Roll-up Reporting