Tag: CANNEX

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 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