Financial Services

The traditionally conservative financial services industry is now facing a time of uncertainty. Challenged by the recent recession and a stricter regulatory system, financial service companies are now struggling to stay on top of their game. The need for technology to help overcome these challenges has never been so great. With the right technologies, you can stay on top by tracking customer trends, reducing operating costs, and expanding the number of products and services available to attract new customers.

Our Approach to Financial Services

At Ideaca, we offer solutions that deliver a holistic view of your financial service business, from your retail branch to your advisor storefront. We are able to help you realize overall profitability by using our benefits-based approach to delivering enhanced customer service and market understanding. With the help of our IT solutions, you will be able to provide your clients with a wider range of financial products and services.

What Areas Can We Help With?

Advisor Dashboards

Drive profit and customer value through customized role-based dashboards and reports

Advisor Dashboards can increase your visibility of differentiated customer needs by segment and drive profitability through empowering your advisors to become ‘CEOs’ of their business; gain a single integrated view of sales targets, productivity, campaigns and promotions as well as holistic benchmarking against peers and competitors using SQL Server and Microsoft SharePoint.


Wealth Management Customer Relationship Management (CRM)

Better leverage client information to provide exceptional client service

Build stronger, more meaningful and accurate customer profiles (and their households), enhance advisor productivity by providing effective tools for scheduling, task automation and time management, and increase overall wallet share by creating opportunities to sell additional products and services as a result of a more complete financial picture of your client base. We deliver these benefits using the Microsoft Dynamics platform for Enhanced Household & Customer Relationship Management (CRM).


Corporate Intranets for Self-Service

Provide users with information and services to automate core administrative tasks

Replace off-line, manual administrative tasks and obtain capabilities for employees to better manage their work and personal information in areas such as compensation information, benefits information, pay information, expense reporting, office services, compliance/security and training information. We deliver these core capabilities with Microsoft SharePoint.


Our Canadian Consulting firm has locations in Toronto, Kitchener, Edmonton, Calgary, Vancouver and USA, and have more than a decade of experience implementing a wide variety of business solutions for financial services firms. We have worked with some of Canada’s leading organizations including Prospera Credit Union, Raymond James, Canaccord Wealth Management, Alberta Securities Commission, RBC Moneris, Custom House, ESI Canada, Walton International Group and Brookfield Asset Management. We have the experience, depth and breadth of business and technical skills to help your business grow now and into the future.


Learn how you can quickly drill into branch, advisor and client data in an actionable way by watching our Leveraging Advisor Dashboards webinar.

Contact us online by filling out our inquiry form or call 1-866-816-4332 to learn more about our holistic approach to the financial service industry.