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Riding the Waves of Change at CCUA’s 2025 National Conference
Riding the Waves of Change: Our Takeaways from CCUA’s 2025 National Conference Last week, our Portfolio+ sales team had the pleasure of joining credit union leaders, fintech innovators, and financial trailblazers at the Canadian Credit Union Association’s 2025 National Conference, hosted in beautiful Halifax. With the Atlantic breeze in the air and the theme “Waves of Change” at the center
Boosting Member Loyalty with Term Deposits: A Guide for Canadian Credit Unions
Boosting Member Loyalty with Term Deposits: A Guide for Canadian Credit Unions Why Term Deposits Matter More Than Ever for Credit Unions In today’s increasingly competitive Canadian financial landscape, credit unions are seeking reliable ways to deepen relationships with members while strengthening their deposit base. One strategy often overlooked? Credit union term deposits. Term deposits, including Guaranteed Investment Certificates (GICs),
Why Canadian Credit Unions Are Moving to Cloud-Based Core Banking Systems
Why Canadian Credit Unions Are Moving to Cloud-Based Core Banking Systems The Quiet Revolution in Canadian Credit Union Technology As Canadian credit unions face increasing competition from digital-first banks and rising member expectations, credit unions are accelerating their move to cloud-based core banking software. While Canada’s “Big Five” banks traditionally dominate the headlines, credit unions have quietly embarked on their
What Is a Core Banking System?
What Is Investment Management Software | Portfolio+
What Is Investment Management Software? Banking technology is complex. Many of the largest banks and financial institutions in North America operate on a unique collection of financial applications, legacy systems, powerful programming languages, and modern digital platforms—all carefully integrated over decades of investment in core infrastructure. Apart from retail banking software and term deposit software, it’s arguably one of the
What Is Loan Origination Software?
What Is Loan Origination Software? The right loan origination software can make a world of difference when it comes to lending—and a loan origination system can arguably provide one of the most impactful ways to completely transform an organization’s lending process. That’s why Canadian banks, credit unions, and financial institutions are always seeking new technologies in order to improve their
What Is Loan Management Software?
It’s hard to imagine a financial product more fundamental to a bank’s success than a loan or a mortgage. Banks are built around lending, and these products form the cornerstone of a lender’s business, driving critical processes like origination, underwriting, approval, and funding. Managing and servicing lending products form the backbone of a financial institution’s overall operations. That’s why having
What Is Banking Software?
Why Organizations Should Include US Currency Options in Canadian Term Deposits
The Portfolio+ Way: Transitioning to a POD Structure
Organizations must continually evolve and adapt to thrive in today’s ever-changing business and technical landscape. The team at Portfolio+ understands this well and is embracing new ways of working. Portfolio+ is pleased to share that it has embarked on a transformative journey to enhance its capabilities in product design and exceptional customer support. This voyage involves a strategic move to