Podcast Videos

18
Jul

Episode 6: Grow your Business 1500% with a Term Deposit Solution

Transcript + Dianne Cupples: Hello. I’m Dianne Cupples, CEO of Portfolio+ and I’d like to welcome everyone to today’s  podcast episode. In our podcast series, we chat with individuals leading innovation in the Canadian financial services space, by focusing on sharing journeys, thoughts, approaches and learnings. Our community of banks, credit unions, challenger banks, fintechs and other financial service providers
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20
Dec

Episode 5: The Importance of a Partner Ecosystem

We all know the power of partnerships and how important it is to have the right partner ecosystem. Our newest podcast episode features an insightful conversation between Dianne Cupples, CEO of Portfolio+ and Bruce Duthie, Chief Risk Officer and Chief Information Officer at Peoples Group. As a partner of Portfolio+, Peoples Group provides specialty and tailored financial products and services
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2
Dec

Episode 4: Guarantee Your Success: Maximize your Profits with Term Deposits

In this podcast episode, we discuss what is possible in the term deposit space. This episode features Kim Muise, the Vice President of Business Development at CANNEX. CANNEX Financial Exchanges facilitates the efficient and accurate exchange of pricing and analytics for annuity and bank products between financial institutions in Canada.The main focus of this insightful podcast is to discuss current
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11
Jun

Episode 3: The Importance of Data Portability for Open Banking

In this podcast episode, we discuss the open banking movement and the importance of open banking for Canada. More specifically, about data portability and its significance for open banking. This episode features an insightful conversation between Donna Galloway, Vice President of Marketing here at Portfolio+ and Michelle Beyo, Founder and CEO of FINAVATOR. FINAVATOR is an award-winning Fintech and payments
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16
Dec

Challenges and Opportunities for Fintechs

16
Dec

Why Open Banking is as Important as Electricity for Canadians

16
Dec

Bank Challenges, Opportunities and Strategies for Open Banking Success: Mergers, Partnerships and More

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 to
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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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