GIC Connect

Seamless GIC processing,

from submission to confirmation. MODERNIZE GIC DEPOSIT PROCESSING

From Batch Processing
to Connected Execution

Run GIC operations with higher speed, greater visibility, and tighter operational control.
Execute deposit processing in real-time—without disrupting established processes or regulatory safeguards.
Built for brokered deposit environments, including CANNEX-connected nominee workflows.

Who’s It For?

Deposit Operations

Streamline intake, reduce exceptions, accelerate turnaround.

IT & Technology

Integrate into existing workflows without disruption; improve reliability and operational visibility.

Compliance & Risk

Strengthen validation controls, traceability, and audit readiness.

Finance & Procurement

Reduce manual overhead and support predictable scaling with strong governance.

Legacy Deposit Workflows
Are Limiting Operational Performance.

Simplify GIC processing with automated workflows across submission, validation, and confirmation. Reduce manual handoffs, repeated validation, and fragmented oversight to streamline settlement and confirmation timelines, lower exception rates, and improve operational visibility as broker volumes scale. 

Stronger Control for Faster,
Audit-Ready GIC Processing

Each capability reduces manual effort while improving visibility, oversight, and reliability across the full GIC workflow.

Reduced Manual Effort

Automates key stages of GIC processing to eliminate repetitive file handling.

Faster Execution Cycles

Moves from batch processing to real-time or near real-time execution.

End-to-end
Operational oversight

Centralizes workflow activity into a single operational view.

Controlled,
Auditable Execution

Strengthens validation and exception handling to improve accuracy.

Connected Execution Across The GIC Lifecycle

Portfolio+ GIC Connect enhances existing deposit workflows by linking
each stage of processing into a coordinated, real-time flow.

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Submission Intake

Capture and validate GIC instructions at the point of entry.

  • Check for completeness, format, and required data
  • Verify automatically and identify exceptions early

Validation & Processing

Validate and process data with early exception handling.

  • Apply structured validation rules
  • Identify and manage exceptions

Booking & Confirmation

Process transactions through to booking with full traceability.

  • Complete booking workflows
  • Maintain confirmations and audit trail

Built for Regulated GIC
And Deposit Operations in Canada

Portfolio+ supports high-volume GIC and term deposit workflows
across Canadian financial institutions where accuracy and control are critical.

Canadian Financial
Institution Expertise

Trusted by banks, credit unions, and trust companies across Canada.

GIC Workflow
Capability

Purpose-built for high-volume GIC and term deposit processing.

Regulatory
Alignment

Supports compliance, audit, and governance requirements.

CANNEX Integration
Experience

Supports nominee workflows and exchange connectivity.

Operational
Continuity Model

Enhances existing processes without disruption.

Proven Operational
Scale

Built for high-volume, reliable transaction processing.

Team discussing GIC Connect solution brief Cover

GIC Connect Product Overview

Explore how Canadian financial institutions are modernizing deposit operations through connected, real-time workflow execution.

Download Insight Guide

Improve control, visibility, and efficiency across your deposit operations
without changing your core business processes.

MODERNIZE GIC DEPOSIT PROCESSING

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