Scotia Global Asset Management

Product Audit

about

Scotia Global Asset Management offers traditional and alternative investment solutions to clients worldwide.

the challenge

Scotiabank launched 4 Electronic Transfer funds (ETFs) to less than stellar results. We were asked to find out what changes needed to be implemented to successfully keep them on the shelf.

the solution

We began by collecting primary research by Interviewing individuals who had directly interacted with the products. From Sales, Marketing and Product Development we made sure to speak to a representative from every department. 

We conducted secondary research to compare the products against their primary competitors and put together a report listing the main issues with their existing products. This report helped the Product Development team redesign the products. The relaunch led to sales that exceeded expectations therefore allowing all 4 products to become one of the many products Scotia offers it's audience.