Financial Results slide image

Financial Results

• Advancing our Digital First strategy Continuing to deliver on our Digital First agenda Canadian mobile app offers a simplified and enhanced user experience and modernized technology Enhanced debit card payment details, • an innovative feature that helps customers better understand and manage their day-to-day finances, while reducing common contact centre calls Partnered with Extend to offer virtual card capabilities to our Corporate Card clients across North America, the only financial institution to integrate with SAP's Concur Invoice spend management platform Enabled small business customers to make fee-free transfers between business accounts at BMO and other financial institutions via Transfer NowⓇ Driving digital engagement Active Digital Users, Retail¹ (000) 4,420 +2% 4,505 Q4'23 Q1'24 Self-serve Transactions² (%) 90% Digital Sales Growth³ (%) +16% Active Digital Users, Commercial Banking4 (000) +7% • • • Recognized for industry leadership Ranked first in customer satisfaction with online banking in the JD Power5 2023 Canada Online Banking Satisfaction Study Recognized by Banking Tech Awards Best Use of Tech in Retail Banking for New to Canada program Best User/Customer Experience Initiative - Payments for Pre- Authorized Payment Manager and Same Day Grace Awarded the 2023 BAI Global Innovation Award for Innovation in Retail Customer Experience for BMO New to Canada pre- arrival account opening BMO U.S mobile app rankings improved 7 spots from last year to #6 by Insider Intelligence's US Mobile Banking Emerging Features Benchmark 2023 297 Q4'23 319 Q1'24 BANKING TECH AWARDS BAI INSIDER INTELLIGENCE 1 Active digital users is number of retail deposit customers in North America that logged into online or mobile in the last 90 days 2 Self-serve transactions are transactions that occur in online, mobile, ATM, telephone banking; Nov 2023 - Jan 2024 3 Digital sales is 12 month rolling average for the 12 months preceding the end of the fiscal quarter and include chequing, savings, credit card, loans, mortgage, overdraft (CAD) and CD, MM (US); % growth is Q1'24 over Q1'23 4 OLBB clients in North American commercial, corporate and business banking 5 For more information, refer to www.jdpower.com/business BMOM Strategic Highlights February 27, 2024 · 30
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