Gartner Research

Case Study: Client-Centric Technology Implementation Protocols (ATB Wealth)

Published: 17 June 2020

ID: G00722156

Analyst(s): Financial Services Business Leader Research Team


ATB Wealth, a subsidiary of ATB Financial, effectively implemented a new CRM culture within its business. Wealth management leaders can use this Case Study to learn how centering the process around client value motivates advisors to use the technology, to improve outcomes for clients and advisors.

Table Of Contents


Solution Highlights


Business Context

Solution Overview



About This Research

Presentation Deck

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