Due North: Harnessing Desktop Technology to Empower the Canadian Adviser

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11 October 2017

For bank wealth managers, the adviser desktop represents an opportunity to finally realise the potential of front office tools.

Key research questions

  • What is the data management function of the desktop?
  • In what ways does desktop architecture represent a technological leap forward?
  • What does the embrace of desktop solutions imply for the larger technology ecosystem?


Dilapidated technology architecture and heightened client service demands have spurred a need for advisor-friendly tools. Where is the one-stop desktop solution that meets the needs of management and the Canadian adviser?

Regulatory and market pressures have upped the ante for Canadian wealth managers, and most of all for banks, whose control over customer data has afforded them a competitive advantage. Firms are looking to desktop technology to help the adviser to work more efficiently, coordinate service delivery across platforms, and energise the client experience.