How to drive frontline mutual fund sales at CIBC

At CIBC, we strive to be a leader in client relationships and drive our bottom line results through fulfilling client needs with top quality products and service. However, throughout the past several years CIBC has been challenged with its frontline mutual fund sales in the investment industry. This project is dedicated to assist CIBC in driving frontline mutual fund sales and gaining a competitive advantage in investments. By conducting a detailed survey with managers and identifying common challenges, I discuss various methods to assist sales. To further lend in the methodology, a strengths, weaknesses, opportunities, and threats (SWOT) analysis was conducted to evaluate CIBC's investment strategies. Throughout the analysis of the project, I have made many simple recommendations to help cope with these challenges. Moreover, the final conclusion of the study outlines the benefits of employing an in-branch wealth specialist dedicated to all investment products in aiding CIBC to overcome these concerns in its mutual fund sales.