Electronic customer verification technology helped TD Waterhouse better manage and service its growing customer base.
The dicsount brokerage experienced a significant lift in its customer base following a series of acquisitions in the UK.
As the number of new accounts continued to grow, TD Waterhouse launched a project to improve the way it manages its customers from the moment an account application is submitted to subsequent fulfilment and account tracking. The project involved no less than 8 internal departments from marketing and customer services to IT, finance and the Financial Crime Prevention Team.
Key to the project's success was the introduction of an electronic customer verification system for new accounts using technology provided by GB Group.
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