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

Summary

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

Overview

Solution Highlights

Challenge

Business Context

Solution Overview

Results

Recommendations

About This Research

Presentation Deck

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