Advertise on podcast: Portfolio+ Podcast

Description

Portfolio+ Podcast is an online talk show that offers innovative, mission-critical solutions to banks and financial institutions. As leaders of the open banking movement in Canada, we’ve comprised a savvy team of finance and technology professionals ready to transform your financial challenges to ultimate growth. Personalize your banking experience. Receive the latest insight, financial products and services, and software solutions with our podcast.

Podcast episodes

Check latest episodes from Portfolio+ Podcast podcast

Grow your Business 1500% with a Term Deposit Solution

2023/07/18

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.

The Importance of a Partner Ecosystem

2022/12/21

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.

Guarantee Your Success: Maximize your Profits with Term Deposits

2022/12/02

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? Contact us to learn more: https://portfolioplus.com/contact/ Stay connected with us! Twitter: https://twitter.com/portfolioplus19 LinkedIn: https://www.linkedin.com/company/port... Blog: https://portfolioplus.com/blog/

The Importance of Data Portability for Open Banking

2022/06/10

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

Beginning the Secure Journey to Open Banking on a Cloud

2021/08/04

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.