Portfolio+ Podcast

Portfolio+ recently published a Case Study with Fairstone Bank of Canada and their success in by using our GIC or term deposit solution to raise funds by offering deposits.

Today’s episode expands on the case study and dives deeper into some of the topics as we're excited to be joined by Graham Casselman of Fairstone Bank of Canada.

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.

Our purpose here today is to share thoughts, approaches, and learnings that support the community of continuous digital and technology changes underway.

Join Lesley Lawrence, VP of Sales and Business Development at Portfolio+ and Kim Muise, VP of Business Development at CANNEX Financial Exchanges Ltd.  

In this episode, we explore the current economic conditions, rising rates, market trends, and the possibility of product innovation in today's financial services landscape.   

Interested in data-driven, personalized banking and financial services? 

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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 consultancy which helps bridge the gaps between fintechs and traditional banks

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 over 85% of Canada’s credit unions. As a client of Portfolio+, Concentra partners with fintechs and other technology companies to ensure that their architecture and technology is flexible, innovative, cloud-based, and ready to grow and scale.

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 helps organizations in understanding their cyber security exposure to help them become more educated with individualized cyber security solutions. Also joining us today is Michael Swan, Vice President of Research & Development here at Portfolio+. 

In this podcast series, we are going to be taking people through the journey of open banking on a cloud platform. Because security is top of mind, we are pleased to kick off the first one with an in-depth discussion of making the journey secure.