NEI Investments (NEI) is a mutual fund company that is committed to making excellent, independent portfolio managers accessible to Canadian retail investors through three competitive fund families: NEI Funds, Northwest Funds, and Ethical Funds. With true active management and a relentless, disciplined focus on risk management, NEI strives to deliver superior risk-adjusted returns to investors as they work toward their financial goals and a secure future. NEI is headquartered in Toronto and has approximately $6.5 billion in assets under management.
As a socially responsible investment fund, NEI’s purpose and company culture are key factors in attracting and retaining top talent. This is something the company has done very well; it has repeatedly been named a Great Place To Work Canada.
In recent years, NEI has grown, becoming more geographically dispersed, with offices across Canada and many remote employees. Connecting employees in three corporate offices and numerous home offices was a challenge. Users were getting burned out on email. Important news was easy to ignore and delete. Communications seemed unilateral, with little two-way dialogue. Departments operated in silos. Relying on shared network drives was a challenge for salespeople trying to find content on the road. Version control was a difficult when many people relied on their email archive to find content. With no platform for collaboration and communication, HR, marketing, finance, and many other teams were answering the same questions over and over.
Ultimately, NEI’s annual Employee Satisfaction Survey surfaced the urgency of improving internal communications. The status quo had employees feeling increasingly disconnected from NEI’s mission and vision. The firm could not afford to let this challenge affect the culture and ultimately its ability to attract and retain talent.
Steve Wylie, Director, Digital Strategy & Marketing
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