Case Study: National Bank of Canada achieves 400% ROI and net sales growth with LinkedIn Sales Solutions (Sales Navigator)

National Bank of Canada Grows Net Sales With LinkedIn Sales Navigator

National Bank of Canada aimed to grow its wealth-management business in a consolidating, highly regulated and hyper-competitive Canadian market where wholesalers struggle to differentiate and investment advisors typically work with only two or three providers. With traditional sales channels losing effectiveness and compliance concerns slowing digital adoption, NBC needed a way to prospect and engage advisors differently while staying within regulatory guidelines.

NBC deployed LinkedIn Sales Navigator alongside a compliance‑friendly curriculum developed by Servo Annex to position wholesalers as thought leaders and deliver training to advisors. Over three months they held 250+ meetings with 500+ advisors, achieved a 400% ROI within the first 10 months, and saw trained advisors increase their Social Selling Index by about 20% and connections by 33%, while Sales Navigator users proved substantially more effective than peers.

National Bank of Canada

Martin Gagnon

Senior VP of Intermediary Business Solutions