Ottawa startup PlanBase is looking to reduce the time advisors spend assembling and reviewing client plans with financial planning software built from scratch for Canadian financial planners, … READ MORE... about Ottawa’s PlanBase Brings AI to Financial Planning for Canadian Advisors
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Chimoney Acquired by CapitalSage as Founder Moves on to Next Startup
Chimoney has been acquired, the company's founder confirmed this month. Founded in 2020 by Uchi Uchibeke, Toronto’s Chimoney built a passport and payment infrastructure for AI agents and humans. … READ MORE... about Chimoney Acquired by CapitalSage as Founder Moves on to Next Startup
Ottawa’s PlanBase Brings AI to Financial Planning for Canadian Advisors
Ottawa startup PlanBase is looking to reduce the time advisors spend assembling and reviewing client plans with financial planning software built from scratch for Canadian financial planners, independent advisors, and firms. … READ MORE... about Ottawa’s PlanBase Brings AI to Financial Planning for Canadian Advisors
Simplii Enhances App and Refreshes Brand with Emphasis on Lower Friction
Simplii Financial this week unveiled what it describes as the "next evolution" of the Canadian institutions digital banking experience. The Toronto-based digital-only bank has launched an "enhanced app" with new tools alongside a "refreshed brand." … READ MORE... about Simplii Enhances App and Refreshes Brand with Emphasis on Lower Friction
Canadian Banks and Telecoms Launch Shared Anti-Fraud Exchange
Canada’s major banks and telecom providers are joining forces through a new platform designed to help identify repeat fraud across institutions. Launched this week, the Cross-Sector Anti-Fraud Exchange (CSAFE) was developed by EnStream following a pilot … READ MORE... about Canadian Banks and Telecoms Launch Shared Anti-Fraud Exchange
Webull Challenges Canadian Investors to Battle-Test Their Best Trading Tactics
A financial technology firm wants Canadians to put forth their best and boldest trading strategies in an effort to out-perform all peers for prizes. … READ MORE... about Webull Challenges Canadian Investors to Battle-Test Their Best Trading Tactics
Manulife’s New Enterprise Platform a ‘Critical Step’ to Becoming ‘Truly AI-Powered’
Manulife this week announced the launch of a proprietary enterprise AI platform. … READ MORE... about Manulife’s New Enterprise Platform a ‘Critical Step’ to Becoming ‘Truly AI-Powered’
Beem’s Brian Harris on Why Credit Unions Must Build for the Members They Need Next
For years, the story of banking innovation in Canada has been told as a two-player contest. On one side sit the Big Five banks, with their scale, branch networks and deep balance sheets. On the other are digital challengers, promising faster, simpler and … READ MORE... about Beem’s Brian Harris on Why Credit Unions Must Build for the Members They Need Next
Woveo Collabs with BDC on Lending Program for Canadian Entrepreneurs
Woveo this month announced a lending initiative with the Business Development Bank of Canada. Calgary-based, AI-powered Woveo helps financial institutions and community organizations expand access to affordable small-business credit. … READ MORE... about Woveo Collabs with BDC on Lending Program for Canadian Entrepreneurs
Why Haventree Bank Chose to Build Its Own Digital Bank
In July, Haventree Bank, a Schedule 1 bank with decades of experience in alternative lending, launched its digital bank. It's the first time the bank went directly to consumers, allowing them to access growth accounts and a GIC. … READ MORE... about Why Haventree Bank Chose to Build Its Own Digital Bank
TD’s Layer 6 Expands Portfolio of AI Solutions with Agentic Mortgage Tools
One of Canada's biggest banks is expanding its utilization of agentic artificial intelligence technologies. … READ MORE... about TD’s Layer 6 Expands Portfolio of AI Solutions with Agentic Mortgage Tools