The Bank That Turned Portfolio Managers Into Hunters

A Machine Built to Manage, Not Grow

For decades, this bank had been one of Canada's most trusted names in wealth management.

Their advisors were exceptional at what they did. Managing portfolios. Preserving wealth. Keeping clients happy.

But there was a problem no one wanted to talk about.

They weren't bringing in new clients.

The Cracks Were Showing

The advisors had become portfolio managers, not business developers. They waited for clients to come to them. They relied on the bank's brand to do the heavy lifting.

Meanwhile, competitors were circling. Independent firms with better tools and more flexibility were poaching their best talent. Advisors who wanted to grow were leaving for places that would help them do it.

And the new advisors coming in? They were left to figure things out on their own. No playbook. No support. No clear path to build a book of business.

The old way of doing things wasn't just outdated. It was breaking.

A Decision to Change

Leadership knew they had a choice. Keep doing what they had always done and watch the slow decline. Or try something different.

They brought in Capfluence.

Not as an experiment. As a commitment to changing how their advisors find and win clients.

They started with a large region of their private wealth division. Advisors who were willing to try a new approach. Who wanted to be more than portfolio managers.

90 Days Later

The results came faster than anyone expected.

Advisors were finding high-net-worth prospects they never would have discovered on their own. They were reaching out at moments that mattered. They were having conversations that turned into clients.

The region saw strong growth within 90 days of launching the platform.

More importantly, something shifted in the culture. Advisors started thinking like entrepreneurs. Like hunters. They stopped waiting for clients to come to them and started going out to find them.

Where They Are Today

The bank is now looking to expand Capfluence into different branches across the country.

This isn't just about a tool anymore. It's about a transformation. Taking a generation of advisors who were trained to manage and teaching them to grow.

The old playbook is being rewritten. And Capfluence is at the center of it.