HomeTag: Announcement

Tag: Announcement

Cover with Alejandra Sarmiento COO announcement
24
Nov

Alejandra Sarmiento, New Chief Operating Officer

By Yeniffer Padrino Comments are Off , , ,

Portfolio+ Announces the Promotion of Alejandra Sarmiento to Chief Operating Officer We pleased to announce the promotion of Alejandra Sarmiento to Chief Operating Officer (COO), a strategic appointment that reflects the company’s continued investment in operational excellence, customer value, and leadership development from within. Alejandra’s promotion marks an important milestone in the evolution of Portfolio+ as the company accelerates its
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Term deposit broker sitting with couple discusses investments and sells Habib Canadian Bank automated GICs to Canadians.
11
Mar

Habib Canadian Bank Chooses Portfolio+ to Expand GICs Across Canada

By Yeniffer Padrino Comments are Off , , ,

Empowering Canadian Financial Institutions with Automated Term Deposit Processing Technology TORONTO, March 11, 2025 /CNW/ – Portfolio+, a leader in Canadian banking technology, today announced that Habib Canadian Bank has selected the company’s automated term deposit solution to launch nominee-name guaranteed investment certificates (GICs) through a network of deposit brokers, reaching Canadians nationwide. The technology will streamline deposit sales and processing, help meet

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