Case Study

Worldsource Securities Improves Advisor Productivity And Delivers Superior Client Service With Enterprise Account Opening Platform

Worldsource Securities Improves Advisor Productivity And Delivers Superior Client Service With Enterprise Account Opening Platform

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Worldsource Securities Improves Advisor Productivity And Delivers Superior Client Service With Enterprise Account Opening Platform content.community.connected EXECUTIVE SUMMARY Worldsource Securities Inc. is a member of IIROC and CIPF and is a wholly owned subsidiary of Guardian Capital Group Limited, located in 13 branches across Canada. Manual, time-consuming account opening process which limited visibility of account status during

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