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Client Success Stories / Case Studies
Real-world examples of how NIAD has helped firms raise capital more efficiently, reduce compliance risk, or scale operations.
Driving Growth Through Strategic Advisor Expansion
One early adopter of NIAD saw rapid advisor base growth by integrating financial planners into their wealth management strategy. Over time, this expansion led to a top-tier ranking in Canadian equity transactions. Even after a major acquisition, the firm retained NIAD to support its capital markets division, operating seamlessly across multiple entities. The result? Sustained advisor engagement and operational continuity through industry transitions.
Transforming New Issue Performance
A mid-sized investment firm leveraged NIAD’s new issue platform for six years, during which it achieved the #1 ranking in both issue volume and deal participation. The platform’s efficiency and scalability enabled the firm to increase revenue and advisor involvement dramatically. When the firm later expanded globally, NIAD’s foundational success helped pave the way for broader market ambitions.
Seamless Integration During Mergers & Acquisitions
NIAD has repeatedly proven its value during complex M&A activity. One client retained NIAD through multiple acquisitions, including the integration of a major wealth management unit. The result was a doubling of advisor headcount and a significant boost in market share. Even after divestitures and rebranding, NIAD remained a trusted platform, supporting both retail and institutional operations.
Flexible Implementation for Tier I Banks
A leading Canadian bank became the first Tier I institution to implement NIAD. Despite launching without back-office integration or bulk advisor access, the bank quickly saw the value and expanded functionality to include full advisor access. Another major bank used NIAD’s API to bolt on a custom advisor front end, demonstrating the platform’s adaptability to enterprise-level needs.
Rebuilding After Acquisition
When a wealth management firm was acquired, the new parent company treated NIAD as a fresh installation due to differing data structures. Despite the complexity, NIAD was fully deployed within the same year, enabling the firm to maintain continuity and capitalize on its existing advisor network.
League Table Leadership
Multiple clients using NIAD consistently rank in the top ten or fifteen among their peers in national league tables. These rankings reflect not only deal volume but also advisor engagement and execution speed—key metrics that NIAD directly enhances.
Re-engagement After Contract Lapse
One firm initially chose not to renew its NIAD contract post-acquisition. However, after reassessing priorities, they re-engaged with NIAD to support their remaining operations. This return underscores the platform’s enduring value and the trust it commands even after organizational shifts.
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