The Story

When a prominent fund manufacturer needed to revamp a digital newsletter going to 15,000 Financial Advisors across Canada, we narrowed the focus to BMO’s true goal: deepening B2B relationships by providing critical, business-building ideas and thought leadership. We started with new internal processes, such as an Editorial Committee, wholesaler headline selection and hard deadlines to engage stakeholders, harvest the best content, and make it practically effortless for subject-matter experts to contribute. Consistent, high-quality content—along with our state-of-the-art digital presentation—has driven readership well beyond industry standards for seven years and counting.