Portfolio+
3
Aug
Episode 2: Beginning the Secure Journey to Open Banking on a Cloud
In this podcast episode, we discuss how to begin the secure journey to open banking on the cloud. Joined by Don Coulter, President and CEO of Concentra Bank, Dianne Cupples asks Don's thoughts and predictions on the open banking movement in Canada and how it affects Concentra’s future. Concentra is a wholesale bank and trust company providing financial services toRead more
2
Jun
How Do You Create a Cloud Migration Plan for a Bank?
Why Migrate in the First Place? A Cloud Migration Plan Can 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
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.
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 ofRead more
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’sRead more
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
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
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
19
Feb
What Is the Revised Payment Services Directive (PSD2)?
What Is the Revised Payment Services Directive EU (PSD2)? The Revised Payment Services Directive (PSD2) is a European electronic element 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
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
in Stouffville, Canada