Expansion opportunities Desjardins is actively expanding into senior living and continuing care through a joint venture with Optima Living and Axium Infrastructure, signaling a potential upsell path into healthcare, long-term care, and assisted living insurance needs, as well as partnerships with operators in aging-in-place markets.

Omnichannel financing The launch of an omnichannel financing platform enhances self-service capabilities while enabling personalized support, presenting a sales angle for cross-selling financial products, digital lending, and trust-building with customers who prefer integrated digital and human assistance.

Awards and trust Industry recognitions for Digital CX excellence and best capital-protected products bolster brand credibility, creating conversation starters for selling enhanced coverage options, risk-managed investment products, and advisory services to high-trust segments.

Capital protection focus Desjardins’ acclaim as a leading distributor of capital-protected structures and market-linked guarantees opens opportunities to cross-sell to affluent clients seeking wealth protection, structured notes, and risk-managed investment portfolios.

Tech-enabled efficiency A tech stack including Tableau, SAP, and ServiceNow indicates a data-driven, integrated operations approach; positioning can target enterprise-grade underwriting, claims processing improvements, and partnerships around digital customer experiences for large commercial lines and health solutions.