Grow & Scale - Improving Sales Effectiveness slide image

Grow & Scale - Improving Sales Effectiveness

Earn Primary Clients | Opportunity to increase engagement of our client base and diversify our revenue streams PRODUCT PENETRATION F18 F23 MARKET PENETRATION PENETRATION PENETRATION1 PRIORITY INITIATIVES Tangerine Chequing Accounts 36% vs. 52% vs. 94% VS. vs. 22% vs. 84% Credit Cards 10% VS. Investment Products 6% VS. 6% vs. 30% CLIENT ACQUISITION Leveraging our advanced digital marketing engine to attract substantially more clients Enhancing our product offerings and offer personalization to diversify our revenue base RELATIONSHIP DEEPENING Innovative investment solutions and digital advice to capture primacy and grow fees Provide tools and education to engage clients and help them make sound decisions MOBILE-FIRST APPROACH Lead with mobile as the primary channel to drive superior client experience for all sales & service Invest in technology and tools to leverage client data, remove pain points and advise clients 32
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