Open architecture NBI operates a 100% open architecture, sub-advising portfolio management to other firms and selecting global PMs. Sales opportunity: position NBI as a flexible, bank-affiliated custodian for external asset managers seeking access to a diversified, high-quality fund lineup and co-branded solutions.

AUM Momentum As of 2017, assets under management stood at $50 billion, with recent product launches and ETF offerings expanding this base. Sales angle: target institutional and advisor networks looking for scale, breadth of products, and robust distribution capabilities via a trusted Canadian bank affiliate.

Award-Winning Credibility NBI has earned multiple awards including Lipper Fund Awards and FundGrade A+ recognition in recent years. Opportunity: leverage awards in marketing to prospective managers and distributors seeking proven performance and brand legitimacy.

ETF and Active Offerings Recent launches include active ETF series, hedged ETF units, thematic ETFs, and mutual funds. Sales strategy: engage asset managers and RIAs looking to expand ETF turnkey solutions and active/hedged strategies within Canada.

Robust Tech Stack Utilizes AWS, Akamai, Adobe Experience Manager, and analytics/ad tech tools (LinkedIn Ads, Microsoft Advertising, Crazy Egg, Datadog). Opportunity: offer enhanced digital collaboration, data-driven marketing support, and scalable tech-enabled distribution for partner funds and sub-advised products.