Grow & Scale - Improving Sales Effectiveness
Make it Easy | Delivering a more seamless experience for our clients on mobile
THE MOBILE FLYWHEEL
Purchases
Engagement
Traffic
①
Data
Scotia.
Smart Investor
What are you saving for?
Retirement
Home Ownership
Education
Major Purchase
Insights
Emergency Fund
A Custom Goal
Note: For footnoted information refer to slides 39 to 43
Create Goal
Scotia.
Smart Investor
Cecilia Waters
Get investment products that
work for you
Before we open your account, we're going
to ask a few questions about your
financial needs to make the best
recommendations for you.
F28 OBJECTIVES
25%+
Mobile Unit Sales
From ~11% today
Determine your investor profile
Select your investment plan
Purchase investment products
30%+
Digital & Virtual
Sales by Revenue¹
From ~10% today
Start-
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