Introduction
For financial services, time with clients and investors is critical—but so are costs. Before 2024, a Montreal-based wealth management firm was spending heavily on executive travel between Toronto, Montreal, and Vancouver for quarterly reviews, compliance check-ins, and high-value client meetings.
By upgrading its boardrooms with hybrid-ready AV solutions, the firm reduced executive travel costs by 41%, while also accelerating investment decisions and improving client satisfaction. This case study shows how secure AV not only saved money but also created a measurable competitive advantage.
The Challenge
The wealth firm faced common pain points:
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High Travel Costs – Executives frequently flew for board and client meetings.
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Time Lost in Transit – Travel delays slowed investment reviews and compliance discussions.
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Outdated AV Systems – Projector-based setups made remote participation difficult.
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Client Trust Gaps – Remote meetings lacked the professionalism expected in high-stakes finance.
These challenges weren’t just logistical—they were impacting the firm’s operational efficiency and client confidence.
The Solution: Hybrid-Ready Boardrooms
The firm partnered with NetraClos to design and deploy secure AV solutions tailored to financial compliance and client trust.
Core Technologies Installed:
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Dual Displays – One screen for financial dashboards, another for remote participants.
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AI-Powered Cameras – Auto-tracking executives and clients for natural hybrid conversations.
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Beamforming Ceiling Microphones – Touchless, full-room audio capture without table clutter.
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Encrypted Teams & Zoom Rooms – End-to-end security for all hybrid meetings.
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Compliance Recording & Storage – Audit-ready archives aligned to FINTRAC and PIPEDA requirements.
The Results (After 12 Months)
Travel & Cost Savings
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41% reduction in executive travel costs across Canada.
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27% fewer overnight trips, as hybrid boardrooms replaced cross-country flights.
Operational Efficiency
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29% faster investment decision-making cycles—no waiting for in-person meetings.
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24% fewer scheduling conflicts, as hybrid availability increased flexibility.
Client Trust & Satisfaction
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27% higher client satisfaction scores, measured via post-meeting surveys.
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More international clients engaged, as secure hybrid rooms allowed cross-border reviews.
Compliance Alignment
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Passed two FINTRAC audits with full compliance due to secure AV recording.
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Reduced risk of data breaches by migrating to encrypted meeting platforms.
Why Hybrid AV Was a Perfect Fit for Finance
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Saves Money – Eliminated unnecessary flights while keeping executives connected.
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Speeds Decisions – No waiting weeks for in-person meetings.
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Builds Trust – Professional, secure AV improved client confidence.
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Supports Compliance – Audit-ready archives simplified regulatory reviews.
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Scales Globally – Hybrid-ready rooms opened doors to remote investors worldwide.
Industry Context: Financial AV in 2025
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47% of Canadian financial firms now require hybrid boardrooms for compliance and investor meetings (PwC Canada, 2025).
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Firms with encrypted, hybrid-ready AV report 31% fewer compliance incidents and 25% lower operational costs (Deloitte Risk Insights, 2025).
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Hybrid collaboration is becoming a competitive differentiator for attracting global clients.
Conclusion
This Montreal wealth firm demonstrates that secure, hybrid-ready boardrooms aren’t just about convenience—they’re a business growth tool. By cutting travel costs by 41%, reducing delays, and increasing client trust, the firm gained both financial and reputational ROI.
Case Study Results at a Glance:
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41% travel costs
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29% faster investment cycles
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27% client satisfaction
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100% compliance in FINTRAC audits
The lesson for Canadian financial services? Hybrid-ready, encrypted AV is the future of boardroom strategy.