The Story

Canada’s fastest growing exchange-traded funds provider came to us with an objective – and a challenge:  provide a meaningful resource to financial advisors to continue to build BMO Global Asset Management’s ETF market leadership.  We fused their proprietary ETF content with affordable technology to launch Canada’s first ETF Dashboard for financial advisors – unleashing data from the constraints of a PDF report and bringing it to life with timely interactive charts and visualizations available on-demand.

The result? A pioneering, accessible portal that has evolved to become an irreplaceable resource for thousands of advisors, and the primary sales tool for BMO Global Asset Management’s ETF Specialists. In the midst of the COVID-19 crisis, we launched a spin-off Podcast series in just a few days that earned an instant and loyal following, making it even easier for investment professionals to access high-quality ETF trade ideas and industry data.