Case Study: John Hancock enhances advisor conversations and portfolio analysis with YCharts

John Hancock - Customer Case Study

John Hancock Investment Management, a major asset management firm and #1 provider of multimanager investments, needed a better way for its wholesalers to deliver more value in advisor meetings. With advisors’ time limited, the team wanted real-time access to fund data, market context, and visuals to support faster, more informed conversations on the go.

YCharts provided the sales enablement platform John Hancock’s distribution team used, including the Fund Screener, Fund Flows Report, Comp Tables, and Model Portfolios. With YCharts, wholesalers could compare funds, stress test portfolios, create branded visuals, and share analyses easily across the team, leading to stronger advisor conversations, better collaboration, and greater confidence in meetings, though no hard numeric performance lift was reported.

John Hancock

Matt Blandford

Senior Vice President - Divisional Sales Manager