Dave Carr-Pries Email & Phone Number

London, On, Ca

Toronto, Ontario, Canada

Helping clients create strategies, solutions and a path toward streamlined regulatory compliance.Some of the areas we are helping clients are:* investor experience* advisor engagement* product due diligence* Pre-trade activity analysis including Best Interest product selection and recommendation, Rollover recommendations, product monitoring* Pre-, post-trade reconciliation and analysis

Toronto, Ontario, Canada

Led innovation and product development for industry leading, award-winning compliance solutions PeerCompare™, ShelfMonitor™, and RolloverAnalyzer™ for Client Focused Reforms (Canada) and Reg BI (US).Formed and led a team for successful US market entry generating a 5x increase in demand generation over a 12-month period.Provided product leadership and sales support for strategic software products delivering continuous year-over-year revenue growth.

Toronto, Canada Area

Guelph, On

Blue ID is helping financial and insurance clients change how they communicate with their customers, transforming transactional documents and building solutions that bring the promises of personalization to life.In 2014, we launched CRM2 Navigator for our investment dealer clients, an end-to-end implementation program for CRM2 that not only brings financial firms into compliance, but does so in a client-centric and advisor-friendly fashion.The combination of our leadership in statement design and client experience with unparalleled deep, specific CRM2 regulatory expertise makes us the leaders in "above the surface compliance" - our way of client- and advisor-friendly implementation of compliance.The objective of the CRM2 Navigator program is to turn this set of regulatory obligations from a burden into an opportunity: at its core, the program is about client and advisor retention, building client loyalty, and differentiating a firm's offering from competitors in the marketplace.CRM2 Navigator services include:• front lines information gathering through advisor focus groups• innovative, compliant statement design• transforming legal requirements into proactive client communication programs • designing and delivering training programs and tools for advisors• providing subject matter expertise and perspective • identifying and addressing the strategic implications across the business or across multiple business units • expertise in leading change management to support implementation of the initiative .

Bachelor Of Computer Science (Hons), Co-Op

Education record