PersonalBanker Canada
PersonalBanker Canada
Toronto, Ontario, Canada
Description

At PersonalBanker we take an approach to financial planning that begins with a complete individual tax assessment followed by initiating a comprehensive view into a clients’ financial life. It includes their income, expenses, assets, outlook, as well as habits. (All these are essential components of delivering effective, long-term, broadly based, financial solutions) We utilize a service approach that is poised in managing our client’s achievement of life goals via an integrated approach to managing their finances. Along the way, we help you learn, cultivate and implement the most successful financial strategies, as you move through our 5 Stages of Wealth.

Number of employees
11 - 50 employees
Year established
2016
Company website
https://personalbanker.ca
Categories
Digital marketing Lead generation Social media marketing Mobile app development Security (cybersecurity and IT security)
Industries
Banking & finance Education Insurance Real estate Technology

Socials

Recent projects

Information Technology/Computer Science Project

Our organization is able to offer a virtual internship opportunity for IT Development/Computer Science Students or Team Our current web platform utilizes a client portal site that allows advisors and consumer to interact. Users have requested the functionality to contact advisors and/or agents directly. To address this, we would like to add a real-time chat function to our existing application. The primary focus for the student will be: Creating a general chat application which can be easily ported to any other existing system. Evaluating current open source technologies to develop a set of tools we could implement in a new product build. Identify and evaluate new software applications and technologies to meet user and/or organization needs. Selecting the best technologies for creating a real-time application. Identify a new CRM system / new hosting platform for our website / procurement software to manage vendor contracts and payments. Some of our requirements/recommended tools for this software are: A CRUD-based web application with forms to create, read, update and destroy data. A CRUB-based web application for admins to easily manipulate data. Real-time updates displaying changes on the web application without requiring a page refresh. A real-time chat application embedded within the platform. A REST API to handle backend manipulation of data, which is fully documented. A tool for running scheduled tasks periodically. Suggested applications should be compared based on features, security and reliability. In addition, developing prototypes of custom software and systems for review and ideal implementation would be an asset. A few areas of specific interest for us include: The reasoning behind technologies chosen. Documentation around models and attributes used to model any data. A brief wireframe or mock-up of the resulting system’s user interface. The product roadmap used to create the system and implementation plan including a list of user stories detailing all possible interactions with the system. The source code for the system, preferably in a source control system such as Git. A final presentation explaining what you built, what worked well, and what you would change. Resources Any existing materials we can provide to ensure a complete understanding and smooth collaboration. Company website link: PersonalBanker Canada Regards, Team, PersonBanker Canada.

Admin Leron Baptiste
Matches 2
Category Website development + 4
Closed

Applied Business Analytics

We would like to take the opportunity to work with students who are enrolled in the capstone project of the Business Analytics (BAPG) Our organization is ready to make some business changes but we know that we need to assess the correct data to help inform our decisions. In our efforts to target a new demographic of consumers, we have experienced challenges maintaining a consistent voice across media channels. We would like your help in gathering Business Analytics in efforts to grow and expand our business while understanding our ideal demographic of consumers. We would like to work with Students who can research, apply analytical models, methodologies, and the like, and tools learned in the program to analyze data that is align with their skillsets. As a B2C company, we have a primary focus of creating relevant products for our consumer. With this in mind, we have created a new product to add to the existing line that customers know and love. When we created our original product offering, we had a consumer in mind and marketed accordingly. We believe our market might be changing and we need help proving this. This knowledge will aid in a new approach to marketing, especially for our new product. Our specific need is determine what competitors are also playing in this landscape and what our target market’s perception is of these competing brands/products. This information will help us determine what key messaging will resonate with our target buyer. Successful outcomes include a market research report, informed by primary data collection. We would like to understand our customer base through surveys and conversations with our present and future consumer to gather insights into buying behaviours, expectations, and experiences with us and our competitors. This data should inform a final report that outlines key messaging that our consumers have come to know, want and expect based on the current landscape. Company website link: PersonalBanker Canada Regards, Team, PersonalBanker Canada.

Admin Leron Baptiste
Matches 3
Category Operations + 4
Closed

Management field project: Marketing.

PROJECT SCOPE Our organization is able to offer a virtual opportunity for marketing/management students or teams. The primary focus for the student will be: Branding - Conduct a full competitive landscape assessment; define our organization's brand and core value proposition; identify opportunities and threats facing our brand; assess where and how to improve our brand's presence and differentiate from our competitors. Marketing Communications - Recommend changes to advertising and PR materials; create an integrated marketing campaign; create a rebranding campaign. Market Research - Investigate our competitive landscape; perform market segmentation to identify the ideal target market for (new or existing product or service); conduct customer surveys or focus groups to gain insights into the perceptions and behaviours of our target customers; develop a pricing strategy; identify expansion opportunities; identify key messaging for (new product or service). Public Relations - Develop and implement a PR strategy; create collateral, including press releases, user testimonials, case studies, and customer stories. Prospecting Strategy - Evaluate our current customer base and make recommendations for further market penetration; assess our current outreach process and develop and implement targeted prospecting; review our prospect messaging, make improvement recommendations, and create new outreach content. SEO Strategy & Recommendations - Develop and implement an SEO strategy; provide content suggestions and recommendations to increase search visibility; increase our inbound traffic and optimize the customer journey; increase inbound leads. Strategic Social Media Marketing - Conduct an audit of our current social media presence and/or other current communication channel(s); develop and implement strategies for improving our online presence and increasing engagement; create a content calendar; creating useable social media and blog posts. Our goal at the end of this experience is: Branding and Marketing Communications - For the student(s) to help us improve our brand's presence and capture greater market share. Market Research - For the student(s) to help us gain a better understanding of our target market and ensure we are optimally positioned and our product and pricing aligns with our target sector/customer. Public Relations - For the student(s) to help us effectively communicate our brand's story and mission to a broad audience. Prospecting Strategy - For the student(s) to help us implement better prospecting that increases conversion rates and boost our sales team's performance. SEO Strategy & Recommendations - For the student(s) to help us generate more traffic and revenue through search engines. Strategic Social Media Marketing - For the student(s) to help us improve our online presence, reach more customers, and effectively promote our brand through compelling content. Other duties the student may complete could include : Assist with outbound email marketing campaigns as needed; measure and report on performance of these campaigns using tools such as; Mailchimp, open source CRM, Content development, including social posts, blog posts, LinkedIn articles, and website copy. We will plan to communicate with our virtual intern(s) using these communication tools: Riipen messaging, zoom, email) Primary contact : (Leron, Managing Partner) Secondary contact: (Marc, Managing Partner) Company website link: PersonalBanker Canada

Admin Leron Baptiste
Matches 1
Category Product or service launch + 4
Closed

Marketing Strategy Plan

We want students to help us build a marketing strategy plan to grow and engage our target market: Canadians Nationwide between the ages of 27 and older. We’d like to know how we can maximize use of different channels and get recommendations to improve our messaging. We’d like students to help us with the following: Marketing Strategy Analysis: Provide recommendations on methods you can use to leverage and improve your marketing strategy, based on your organization's budget and your current marketing strategy. SWOT Analysis. Marketing plan to successfully achieve your marketing goal(s). Marketing mix strategy: Provide insight and recommend sustainable strategies related to the marketing mix (product, location, price, and promotion). Conduct internal and external analysis (including customer, competitor, market and environmental analysis) and past performance of the marketing mix. What channels should we utilize for promotion, including ones we are not currently using? What budget is appropriate for advertising, given our goals? How could our messaging be updated to better explain our value proposition?

Admin Leron Baptiste
Matches 2
Category Market research + 4
Closed

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