Case Study: Canada’s Best Pension Plan boosts client engagement and new AUM with Asset-Map

How Richard Hughes Uses Asset-Map to Get Clients Retirement Ready

The customer, Canada’s Best Pension Plan (CBPP), was a small advisory firm seeking to differentiate itself and improve service levels in the group retirement plan space. Their challenge was effectively communicating their intangible value to medium-sized businesses and their employees, who were often frustrated and disengaged. They needed a simple way to attract new prospects and provide a tangible deliverable, leading them to seek a solution from the vendor, Asset-Map.

Asset-Map provided a visual and actionable reporting tool that CBPP used to instantly engage prospects via a QR code and simplify complex financial situations for clients. This solution allowed CBPP to immediately convey their value, wow clients in meetings, and streamline their prospecting process. The measurable impact was significant, as the firm attracted over $60 million in new assets under management (AUM) in one year, leading to plans for team expansion, and they now receive three to four daily inquiries directly from a single client's posted QR code.

Canada’s Best Pension Plan (CBPP)

Richard Hughes

Co-Founder