Obsessed with your success
Table of Contents
Maintain a foundation of trust
Manage our impact responsibly
Supplemental reporting
Appendices and Glossary
Overview
Financial inclusion
We strive to create an accessible and inclusive environment where our clients with different needs and backgrounds see CWB as a great place to bank. We are focused on supporting small and medium-sized businesses, which represent the vast majority of companies across the country and contributing to a strong and vibrant Canadian economy.
SUPPORTING SMALL BUSINESS OWNERS
Our innovative digital tools for small businesses, including our Virtual Chief Operating Officer (VCOO) solution, which provides real-time access to cash flow information and predictive cash flow analytics and simulation scenario functionality and a Business Valuation tool, which provides small business clients with a benchmark valuation of their business in under two minutes, empower small business owner clients to make informed decisions that accelerate their business growth.
Our strategy is to provide greater access to banking services through credit products for qualified small business owners and supported by our expanding digital channels. We have also initiated the roll-out of our new, scalable small business digital offering, which we believe will fill a gap in Canada’s financial services industry.
Specialized business banking solutions
CWB Professional Banking Program
CWB AgriInvest Account
CWB Organization Account
A unique program developed to support Healthcare and Business Professionals that combines Business Banking, Personal Banking and Wealth Management solutions.
A self-managed government savings account designed to help farmers and producers participate in the AgriInvest government contribution matching program while maintaining easy access to their surplus funds.
A cost-effective way to manage not-for profit organizations, ideal for smaller charities, churches, and associations.
Group Savings Program Through CWB Wealth, we offer employee savings programs specifically designed to meet the needs of small- to medium-sized businesses. CWB Wealth’s Group Savings program provides business owners with a customized offering to support their ability to attract, retain and reward top talent through retirement savings plans and financial literacy resources available on an easy-to-use digital platform and supported through in-person financial education workshops. CWB Wealth maintains the ongoing relationship with plan sponsors and members.
Having been a big believer in relationships, I have come to trust the people at CWB. They are responsive, caring and direct”
- CWB client, 2023 Voice of the Client survey
27 2023 SUSTAINABILITY REPORT AND PUBLIC ACCOUNTABILITY STATEMENT
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