Distribution Optimizer - Canada
Detailed insights to understand market share opportunities and sales productivity improvements
To stand alone in Canadian retail banking, harnessing distinct and compelling consumer value is a necessity
Distribution Optimizer – Canada is a web-based platform and data subscription used by Canadian banks to analyze their market share for various products, as well as market “profile” data and research on channel usage. The platform is also supplemented with sales and teller productivity benchmarking studies for Canadian banks.
Optimize Your Network
Leverage detailed channel, branch and competitor dynamics to identify distribution efficiencies and opportunities.
Evaluate Market Share Potential
Identify where banks over-or under-index on balances, accounts and market share for particular products and that comparison to peers in different markets.
Contextualize Levels Of Productivity
Assess transactions and sales volumes by FTE type over time and compared to peers, serving as a benchmarking study for banks across Canadian markets.
Distribution Optimizer - Canada In Action
Distribution Optimizer – Canada tracks customer behaviours, providing your teams with critical intelligence to cover key categories of your business​.
- Market Share Optimization
- Data Extracts
- Channel Optimization
- Sales Trends And Productivity
- See where you are over- and under-performing on balances, market share, and growth for a particular product in a specific geographic market
- Products Included: Chequing, Savings, GIC, Credit Card, Mortgage, Lines of Credit (LOC), Personal Loans, Mutual Funds
- Compare quarter over quarter performance in markets and highlight uplift from specific campaigns
- Benchmark average balances, the average number of products, and customer and market penetration in a geo-location against your peers
- Inform decisions on which marketing levers will optimize value per customer
- Forecast the preferences and feasibilities of specific markets for digital product introductions vs traditional physical channels
- View channel usage trends at a geographical level, allowing you to stay ahead of major shifts
- Compare unit sales, staffing levels/mix and transaction volumes to Canadian peers over a multitude of time intervals
- Assess teller and sales productivity to increase FTE efficiency and gain insights into cost reducing opportunities
Distribution Optimizer - Canada By The Numbers
Our Insights
April 24, 2025
Successful De Novo Branching
Calls for the Right Ingredients
March 17, 2025
Curinos Review Spring 2025
August 13, 2024
New-to-Bank Checking: Quantity At Odds With Quality
