CompanyMiscellaneous Financial Investment ActivitiesCanada
Mackenzie Financial Corporation
Mackenzie Financial Corporation is a company in miscellaneous financial investment activities based in Canada.
“Mackenzie Financial Corporation is a Canadian investment management firm founded in 1967 by Alex Christ.”[1]
Map
Open any part to see its primitives and how many components sit in each. Pick a node for its flows, drag to move, pinch or scroll to zoom, or go full screen.
You are seeing the 9 parts and their primitives. A free account opens all 3 components, 0 numbers and 0 flows, each with its source.
Parts of the business
Every part of the business with the primitives in it: how many components the public map holds on each, and what is not mapped yet.
- Decisions1
Demand
winning customers
0 of 7 primitives mapped · 0 components
Not mapped yet (7)- Products and target clients
- Lead sources and referral partners
- Loan officers and advisers
- Rates, fees and spreads
- Rate quotes and proposals
- Loan and client agreements
- Origination
Supply
making or delivering the offer
0 of 12 primitives mapped · 0 components
Not mapped yet (12)- Product design
- Planning and scheduling
- Procurement
- Suppliers and partners
- Client service delivery
- Quality control and file review
- Loan book and assets under management
- Logistics and fulfilment
4 more not mapped
- Underwriting
- Servicing
- Portfolio management
- Custody and safekeeping
Customers
keeping them
0 of 5 primitives mapped · 0 components
Not mapped yet (5)- Client onboarding
- Client service
- Account management
- Client records
- Client retention
Money
getting paid and paying
0 of 9 primitives mapped · 0 components
Not mapped yet (9)- Fee billing
- Collections and recoveries
- Payments and payables
- Payroll
- Accounting and close
- Budgeting and forecasting
- Funding and liquidity
- Commissions and trails
1 more not mapped
- Capital and funding lines
People
who does the work
0 of 6 primitives mapped · 0 components
Not mapped yet (6)- Org structure
- Hiring
- Onboarding and training
- Performance and pay
- Scheduling and capacity
- Policies and culture
Systems
tools and data
0 of 6 primitives mapped · 0 components
Not mapped yet (6)- Core system of record
- Communication tools
- Integrations
- Reporting and dashboards
- Data management
- Security and fraud controls
Control
rules the company runs under
0 of 8 primitives mapped · 0 components
Not mapped yet (8)- Charters and licences
- Regulatory compliance and examinations
- Insurance and risk
- Disclosures and records
- Health, safety and environment
- Credit and portfolio risk
- Identity checks and anti-money-laundering
- Regulatory reporting
Direction
deciding where it goes
1 of 4 primitives mapped · 1 component
- Strategy and goals1
Not mapped yet (3)- Credit and investment committees
- Management cadence
- Learning and improvement
Specific to this company
1 component
- Outside the industry schema1
The 3 components behind these counts, with what each one is and where it was found, are on the full public map.Sign in free to see
- InformationModerate
- TechnicalModerate
- EnergyFaint
Not seen yet: Economic, Time, Human, Power, Entropy, Scale, Spatial.
- VerifiedConfirmed by the organization or a primary source
- Self-reportedStated by the organization, not checked
- InferredRead from public signals by research
- Not mappedPart of the industry schema, nothing found yet
- LockedExists on the map; opens with a free account or as a Member
Mapped against version 1 of the Miscellaneous Financial Investment Activities schema; placed from its open-data register.
Deepen this profile
56 primitives with nothing found yetThey sit in 8 parts of the business. Pay for focused research and what it finds is public for everyone.
Research reads an organization's website, and none is known for this one yet.