We design and build compliant, client-friendly reporting documents quickly and easily with our Agile Communications Sandbox (ACS).
Gain insights into what really matters to advisors and investors. Avoid client friction points, deepen understanding, and grow business.
Tools & Training
Our tools, training and workshops help advisors communicate their value and have comfortable conversations with their clients.
Discover how to turn investor pain points into engaging touchpoints.
Investors can be overwhelmed by the complex and sometimes confusing communications they receive from their financial firms. With our Communications Assessment, you’ll receive a detailed view of the impact of your communications approach on the client experience. We also provide insights on how to engage clients, strengthen relationships and build business.
Do your clients feel they're getting good value for their fees?
Our coaching and training helps advisors have comfortable, confident conversations with clients about fees, performance and the value they provide.
We know how investors react to investment fees.
Get to know us
We’re at the intersection of where Compliance and Regulation meets the Client Experience. Based on our extensive investor research, it’s clear to us that every communication touchpoint impacts the client experience – either deepening the advisor-client relationship or eroding it. Our training programs teach advisors not just about regulation and compliance, but also about how to have comfortable, confident client conversations that transform the client experience and build trust.
Meet our Management Team
Susan is a regulatory expert who's passionate about the client experience. Susan championed the launch of POS and CRM2 while at the Ontario Securities Commission. She focuses on making disclosure practical for firms, and understandable and accessible for clients.
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Brent is an accomplished personalized communications expert with extensive financial industry expertise. Central to all his enterprise communications initiatives is a client-centric mindset, whether the project is about achieving compliance, saving money, or generating revenue.
Or all three.
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Dave is a leading authority on information design and personalized financial communications. As president of Blue ID, Dave’s strategic communications initiatives span banks, credit unions, insurance companies and wealth management firms in Canada and the US.
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