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ATB Investor Services

Making financial planning easy and comfortable

Businesses are evolving to improve automation and streamline processes—making things smoother and easier for both clients and business owners. This is what ATB Investor Services had in mind when they came to Top Draw.

ATB Investor Services is a branch of ATB Financial that provides services to hundreds of thousands of Albertans and Alberta-based businesses. Authenticity, relationship building, and understanding the client are just some of the core values of ATB Financial’s commitment to helping their clients achieve their dreams of financial security. The company identified a pain point for their many clients: the inability to bring home the kind of personal consulting they get at a branch.

Our Solution

Top Draw worked closely with ATB Investor Services to build a unique online investment tool: ATB Online Advice. A first in the banking industry, ATB Online Advice provides customers with the fundamental building blocks to create a financial plan based on current assets, saving habits, and individual goals for the future—all from a laptop or tablet. Through the seamless integration of financial advice, integrated banking and product purchase, ATB Online Advice is truly in a class of its own.

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Results

The project allows mass-market segments to go through financial needs analysis and auto-generate recommendations that clients can execute and act on. Advisors no longer have cold leads; clients’ financial information is safely and easily accessible—allowing users to get customized information and advice without calling the bank. The control is in the client’s hands, with investors at their side.

To provide further value to customers, the online tool integrates with ATB Financial’s online banking system—allowing the client to connect with their personal account, link with their financial plan profile, and have complete access to make changes or investments—all from the comfort of their home.