Case Study: TD Bank powers up Wealth Advisor 2.0 launch with Executive Visions Inc.

TD Bank launches Wealth Advisor 2.0 in 1 month with Executive Visions Inc.

TD Bank's Wealth Management division faced significant challenges with its outdated and cumbersome software, which hindered advisor productivity and profitability. To introduce the new Wealth Advisor 2.0 platform, they engaged vendor Executive Visions Inc. for a corporate events management and production solution, needing to overcome attendee skepticism and an extremely tight one-month timeline.

Executive Visions Inc. developed a "Power-Up" themed launch event at Toronto's Sony Center. The solution included a massive projection screen with high-definition media, a series of custom-produced employee videos, and dynamic executive presentations emceed by a credible TD journalist. EVI successfully created a striking theatrical environment that transformed audience reservations into enthusiasm for the new platform.

TD Bank