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A lot can happen in three years

For those of us who have children, three years represents a whole new phase of life.  In the …

For those of us who have children, three years represents a whole new phase of life.  In the early years, three years can be the span between helpless totally dependant child to a walking, talking bundle of energy and personality.  In later years, a span of 3 years usually includes major milestones like graduations, driving cars, and leaving for university.

Regardless the stage, three years always seems like a long way from today, but in hindsight always seems to have flown by, reminding us to make the most of every day.

When the CSA announced last July that the new disclosure requirements to investors (CRM2) were in effect, with a final implementation date of July 15, 2016, it seemed a long way away.  Here we are, almost at the end of February, 2014 and that three-year lead time is not looking too distant any more.

As soon as this July, the implementation of the first batch of changes is due (see the following for a synopsis of this year’s deliverables).  And that makes the next set of due dates – July 2015 and July 2016 – seem that much closer.

Much of the industry is just starting to come to terms with the implications and volume of work required to hit these annual milestones.  Given the investor-facing nature of CRM2, this is not about just checking the compliance box.  CRM2 will change conversations in a significant way.

Just like the parenting lesson I mentioned above, we need to make the most of every day so that July, 2016 doesn’t catch us off guard.

Read more 02/27/2014

CRM2 – the clock is ticking…

There’s a paradox about these things sometimes: in trying to do the right thing for investors, regulators impose …

There’s a paradox about these things sometimes: in trying to do the right thing for investors, regulators impose rules that have the possibility (many possibilities actually) of confusing the people they’re intended to help. With CRM2, firms are trying to figure out how to comply without straining the client relationships they’ve forged over time.

The Investment Industry Association of Canada (IIAC) is rallying to support its members, helping them find a path through all the changes. Blue ID is one of the firms that has invested in providing a solution to the CRM2 challenge.  “There’s some grumbling in the industry about CRM2, but it’s actually an opportunity for firms to differentiate”, says Dave Carr-Pries, President of Blue ID. “The regulation applies to everyone, so the field is level. Those who execute well will step ahead of the pack.”

Read more about IIAC’s comments on CRM2: http://bit.ly/1hzShzM

Read more 02/26/2014

DAVE CARR-PRIES, PARTNER & PRESIDENT

As president of Blue ID, Dave sets the vision for an industry-leading practice in information design and personalized …

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As president of Blue ID, Dave sets the vision for an industry-leading practice in information design and personalized financial communications. Dave incorporated Blue ID in December 2011 after four years at Blue North as head of the financial communications practice and as VP, Client Services, roles which involved consulting with clients and supporting account teams to deliver quality work with measurable results. His portfolio included various strategic communications engineering and redesign initiatives at a leading U.S. provider of retirement financial services, Scotiabank, RBC, WalMart, BMO, and BMO-Nesbitt Burns. Dave’s professional background includes six years as a consultant and software developer followed by eight years with the marketing giant Johnson & Johnson. While at Johnson & Johnson, he led, built, and ran the direct-to-consumer marketing systems and strategies. Dave has accumulated a wealth of experience and understanding of what it takes to deliver on the promise of personalization within large organizations.

Read more 10/01/2013

CAM SHAPANSKY, PARTNER

Cam is a personalization pioneer who has helped many organizations reinvent the way they engage customers and donors. …

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Cam is a personalization pioneer who has helped many organizations reinvent the way they engage customers and donors. In the 1990s, Cam co-founded Information Design Works, a successful business that worked with the who’s who of the Canadian financial sector. When IDW was bought by Optus Corporation, Cam became a member of the Optus senior management team and the president of Optus Art & Logic. Optus was in turn purchased by Symcor, Canada’s largest producer of transactional documents, bringing Cam into senior management at Symcor. In 2002, he founded Blue North along with partner Brent Klassen where he continued to be an evangelist for highly-functional, relevant, and personalized document design. Cam is a regular presenter and keynote speaker at marketing, design, and industry conferences, and was a part-time lecturer at the University of Toronto’s Rotman School of Business. As a partner at Blue ID, Cam continues to leverage an evolving technical landscape to inspire and innovate communications that go beyond conventional expectations.

Read more 10/01/2013

BRENT KLASSEN, PARTNER

Having worked with personalized communications programs for 20 years, Brent offers senior consulting and industry expertise. He has …

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Having worked with personalized communications programs for 20 years, Brent offers senior consulting and industry expertise. He has led enterprise communications initiatives for Scotiabank, BMO Nesbitt Burns, TD Waterhouse, CIBC, and RBC, among others. These initiatives examine the effectiveness and the efficiency of the ways in which large financial organizations reach their clientele on paper, and electronically. Brent’s background in personalized communications dates to the early 1990s with Information Design Works, where he led efforts to build a technology framework that later became the basis for much of IDW’s work. Since that time, he has expanded his communications expertise to encompass electronic communications in mobile, social media, and other online technologies. Brent co-founded Blue North with Cam Shapansky in 2002 where he led the development of White PageTM  Live, software platform for efficient personalized communications development.  As a partner at Blue ID, Brent’s insight will remove complexity while shaping elegant solutions to our clients’ needs.

Read more 10/01/2013

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