Case Study Scotia Wealth Management

Scotia Wealth Management, Private Banking and Private Investment council provide an innovative team-based approach for managing wealth on behalf of customers for family, business or future needs. Relationship Managers bring their skills and expertise to the consideration of what you’ve accumulated – and how best to administer it through life’s changes.

We have been working closely with Scotia Wealth for several years managing digital content distribution on behalf of relationship managers across Canada. With unique and comprehensive account management capabilities that enable the head office and regional locations to manage approved content, customer and advisor profiles as well as distributed communications Scotia has kept customer engagement a priority on the front-line.


Centralized communication deployment has provided significant productivity and efficiency gains while maintaining personalized communications at the local level. In addition, tiered drill-down or roll-up reporting provides performance management metrics that are monitored to address content value and customer engagement based upon channel, device, time of day or day of week.

Customer marketing profiles have built-up over time and Scotia is well positioned to take their content marketing to the next level.

How ReachStack outperforms Advisor Do-It-Yourself (DIY) tools by 16X.

  • Table below compares performance for 3 methods of delivering digital Communications to Clients

  • ReachStack DIFM News Service outperforms other options by 16X (with same budget & compliance adherence)

  • Impact driven by increasing Advisor Participation (15% to 70%) and Sharing Frequency (monthly to weekly)

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