Synthetic demonstration data. All fees, revenue, targets and forecasts are fictional, for a fictional firm and fictional clients.
Branch network optimisation
activeOct 5, 2026 – Dec 25, 2026 · Fee C$510,000 · 45% earned
Reshape the branch network for changing customer behaviour.
Mortgage operations cost review
closedApr 7, 2025 – Oct 15, 2025 · Fee C$1,380,000 · 100% earned
Reduce cost and cycle time per funded mortgage.
Digital onboarding strategy
closedJan 16, 2023 – May 26, 2023 · Fee C$780,000 · 100% earned
Raise fully digital account opening.