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One of the top six securities brokers in Canada and the industry leader in Quebec.

The Challenge
Bilingual service and improved breadth and quality of products from one full-service partner.

National Bank Financial wanted a vendor that was more than just an outsourced application developer that would deliver products on time and on budget. It wanted a partner that would recommend custom solutions to meet its specific needs.

The challenge was to find an enterprise solution that could be the cornerstone of its online offering and bring all of its online properties to a higher level of service and functionality. National Bank Financial executives wanted a comprehensive, flexible solution that delivered high quality Canadian and international financial content in an enterprise solution expandable across many online web properties and business units in both French and English.

Stockgroup was selected as the vendor and given the mandate to make National Bank Financial’s online product offering an industry leader and manage the entire process from development of custom applications to the delivery of bilingual service that improved the breadth and quality of its customer facing applications.

The Solution
Stockgroup reviewed the business issues facing National Bank Financial and determined that meeting the tight timelines for a bilingual product would be a challenging task. The Stockgroup development team worked closely with National Bank and delivered a highly scalable enterprise solution that would be used as the base for National Bank’s online product offering and expansion into other areas of the financial services industry.

Stockgroup delivered the package in less than five months with customized products from the following product suites:

Quotes & Charts
Customizable quotes and charts applications that delivered real-time and delayed data for all North American stock exchanges in both French and English.

Markets
Customizable views of real-time and delayed data for North American intraday indices and market movers.

Portfolio Manager
Personalized portfolio management tool to track all investments.

Research & Analysis
In-depth fundamentals, financials, profiles and proprietary content, plus tools to conduct detailed research and screen stocks.

News
Ticker-based press releases and news feeds from various sources.

The Result
One year after the launch of the National Bank Financial online product, the site received positive feedback from customers and bank executives. National Bank Financial has backed up its satisfaction by engaging Stockgroup to further expand on its product offering.

The expansion of the relationship between National Bank Financial and Stockgroup is a testament to the success of the first phase of the project and the satisfaction of both National Bank and the end-users who have enjoyed access to high-quality, content-rich financial data and tools.

Future development
Expand enterprise solution to several new channels, including its discount brokerage arm and correspondent transaction clearing network

Contact us for a live demonstration.
E:
T: 1.800.650.1211

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