Portfolio+

2
Jun

How Do You Create a Cloud Migration Plan for a Bank?

A Cloud Migration Plan Will Help Banks Set Expectations, Mitigate Risk, and Calm Some Nerves When it comes to the type of change that’s involved with cloud migrations, decision-makers of Canadian banks are a little like overprotective parents. You know the type. They like to hover close by, keep an eye on things, always be within arm’s reach to ensure

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19
May

Cloud Migration | Why Do Banks Need to Move to the Cloud?

Why Cloud Migration in Banking Isn’t Just a Side Conversation Around Digital Transformation Cloud banking has an unquestionable and underestimated potential to completely transform a financial institution. But it feels like we hardly ever talk about it. It hasn’t claimed the spotlight for any prolonged period of time in online tech or finance publications like other fintech topics often do.

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4
May

Cloud Banking | What Is Cloud Banking?

What Is Cloud Banking and Why Are Banks Moving to the Cloud?  What comes to mind when you hear the words cloud banking? Now, depending on your perspective, your initial thoughts might be quite different. As a consumer, it’s hard not to immediately conjure up images of happy people walking around on fluffy, white cotton terrain somewhere in the sky, making

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29
Apr

Episode 1: The Secure Journey to Open Banking on a Cloud

In today’s episode, we will discuss the secure journey to open banking in the cloud. We are excited to be joined by Iain Paterson, CEO of Cycura. Cycura provides top-tier security services which help organizations in understanding their cybersecurity exposure to help them become more educated with individualized cybersecurity solutions. Also joining us today is Michael Swan, Vice President of
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20
Apr

Auto Lending | Rising Price of Vehicles Creates Demand

There Is Rising Demand in the Canadian Auto Lending Market Despite a worldwide pandemic, rising unemployment rates, and levels of household financial anxiety that many of us have never witnessed before, there’s not only hope for auto lenders—but there appears to be a growing opportunity in Canada’s auto lending market. Next to securing a mortgage and buying a home, it’s

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7
Apr

What Happened to Revolut Canada & Why Is the Neobank Leaving?

What Happened to Revolut in Canada & What Does It Mean for Other Canadian Neobanks?  If you look around online this week, you might still see it: Revolut Is Coming to Canada! Unfortunately, like an empty storefront whose owners left town seemingly overnight without removing the signs from the windows, those words are just the abandoned remnants of the incredibly

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10
Mar

Open Banking Regulations Are Encouraging Competition in FinTech

Open Banking Regulations Are Encouraging Competition & Innovation in Financial Services Whether we’re talking about the amended Payment Services Directive (PDS2) in the European Union, the Consumer Data Right (CDR) in Australia, or consumer-directed finance here in Canada, there’s an underlying trend in the financial services industry that’s gaining momentum beyond geographical borders: Financial regulators are taking calculated steps toward

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22
Feb

Concentra Trust Launches RDSPs to Expand Long-Term Savings Options for Canadians Living with Disabilities

  Concentra Trust (Concentra) launched Registered Disability Savings Plans (RDSPs) today, making the Canada-wide registered matched savings program available to Concentra’s network of credit unions and the communities they serve across Canada. The RDSPs are the latest addition to the Saskatchewan-based financial institution’s trust and personal investing solutions for credit unions. “Registered Disability Savings Plans are important investment vehicles for

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19
Feb

What Is the Revised Payment Services Directive (PSD2)?

What Is the Revised Payment Services Directive (PSD2)? The Revised Payment Services Directive (PSD2) is a European electronic payment services regulation intended to make electronic and online payments more secure throughout the European Union. Initially proposed in 2013 and officially taking full effect on September 4, 2019, the PSD2 amendment introduced changes in the European financial landscape that arguably set

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7
Jan

Volaris Group Appoints Dianne Cupples as CEO of Portfolio+

Dianne Cupples will be Portfolio+ Incorporated new CEO Ateet Patel, Managing Director at Volaris Group, an operating group within Constellation Software Inc., has announced that Dianne Cupples, formerly Portfolio+ Inc. Chief Operating Officer, will assume the role of Chief Executive Officer effective immediately. “I am honoured to have been selected as Portfolio+’s next CEO. It is a privilege to be

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