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How Portfolio+ Is Building an AI-Ready Organization AI is changing what organizations can do. But building an AI-ready organization means giving people the time, confidence, and context to rethink how work gets done. New capabilities emerge almost daily, creating both possibility and pressure. The question is no longer about where to apply AI. It is how to create the conditions

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CCUA revealed a critical shift: How Credit Unions Are Turning AI into Real Operational Impact At this year’s CCUA event, one message was clear: AI is no longer theoretical—it’s operational. Across sessions and conversations, credit unions demonstrated a shift from experimentation to execution. But more importantly, they revealed how they are approaching AI—and where the real challenges lie. AI IsRead more

CANNEX Term Deposit Conference 2026 Takeaways: What We Heard About Annuities, GICs, and the Future of Retirement Solutions The latest CANNEX gathering on April 30th in Toronto brought together leaders across banking, insurance, and wealth to focus on one of the industry’s most important transitions: how retirement income and deposit products are evolving in today’s market. And if you wereRead more

Open Finance Is Canada’s Next “Electricity”: From Policy to Platform Insights from Open Banking Expo Canada 2026, and why it matters as much as “electricity”. Canada has moved from debating consumer‑driven banking to building it. With the Consumer‑Driven Banking Act (CDBA) now on the books and implementation accelerating, leaders at Open Banking Expo Canada 2026 signaled that we’ve reached “theRead more

Open Banking in Canada: From Policy to Platform Insights from Open Banking Expo Canada 2026. Last week, Open Banking Expo Canada brought together more than 600 regulators, banks, fintechs, and technology leaders in Toronto to discuss the next phase of Canada’s consumer-driven banking framework and how the industry will move from policy discussion to real-world implementation. The Portfolio+ team wasRead more

Term Deposit Re-Registration Automation: What Great Deposit Ops Looks Like in 2026 Today, term deposits (GICs) aren’t just a product, they’re a deposit strategy. And re-registration is where that strategy either holds… or quietly collapses under operational drag. This article skips the basics and focuses on what deposit leaders actually care about now: What does “good” look like after implementation?Read more

Capturing Deposits Beyond Your Member Base with CANNEX How Canadian financial institutions expand funding without adding complexity. In today’s Canadian banking environment, deposit growth is no longer confined to your member base. Market transparency, competitive pressure, and funding strategy demands mean that financial institutions of all sizes are exploring non-member deposits as a reliable source of funding. And the opportunityRead more

Giving Back, Together. One Toy, One Smile, One Community Every year, our team comes together to support the Lions Club of Stouffville Toy Drive, a local initiative that ensures families in our community can experience a little extra warmth and joy during the holiday season. This year, something special happened. Our teams exceeded every expectation! With more toys and donations,Read more

Open Banking Isn’t the Future It’s Already Here. Consumer expectations have shifted. Regulations evolved. Technology accelerated faster than anyone predicted. Now, open banking is entering its next chapter , and financial institutions that act now will lead the change. In 2021, we shared a perspective on how open banking regulations were beginning to reshape financial services and spark new competitionRead more

A Smarter, Safer Way to Grow Your Money: Understanding Term Deposits (GICs) Term deposits, commonly known as Guaranteed Investment Certificates (GICs), are having a major moment in Canada. Between shifting interest-rate expectations, updated CDIC coverage rules, and a rising demand for stable returns, Canadians are rediscovering the value of guaranteed savings products. They’re simple. They’re predictable. And in a market

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