Bankers Summit Toolkit

Best of breed solution providers for bank modernization and monetization.

Gestalt is an out-of-the-box data warehouse specifically for lenders. They are founders and lending veterans who have been watching lenders spend money to attempt to solve the same problem - a centralized, robust data warehouse as a single source of truth for ALL of their data coming from disparate systems. The premise is solving the problem once - and for all lenders - therefore saving significant time and headache upfront and ongoing along with providing a better product to help make the lender more successful. They have seen that every lender is doing the same work and incurring cost and time for something that can be out-of-the-box while still allowing the special cases by lender. They also have a passion for using this source of truth to help lenders across compliance, bank reporting and other critical areas where having a third party "certify" the information could be useful. From a market perspective, Gestalt is built for start-up or early-stage lenders because for approximately the same cost as a data engineer, the lender gets a robust data warehouse that would typically take them significant money, time and many redos to get to, if ever at all. Gestalt is also great for established lenders who want to scale up their business without scaling up the back office to build and support it.

Payson Solutions is a boutique consultancy that specializes in credit risk and lending strategies. Payson has helped dozens of companies across the globe transform their business, with a diverse client base that includes top-tier banks, credit unions, fintechs at both start-up and growth stage, collection agencies, credit bureaus, and alternative lenders. Payson provides strategic, data-driven solutions that include: Credit Risk and Lending Strategies, Embedded Finance Solutions, Customer Acquisition Strategies, Data Science & Modeling, among many other services.

Ernst & Young Global Limited, trade name EY, is a British multinational professional services partnership headquartered in London, England. EY is one of the largest professional services networks in the world. Along with Deloitte, KPMG and PwC, it is considered one of the Big Four accounting firms.

Patented, AI-powered alternative credit scoring solutions. Approximately 64 million US consumers have limited or no credit history. While these people may be invisible to traditional credit reporting bureaus, vast amounts of data exist about them through alternative sources including digital and mobile. At Trust Science®, our mission is to deliver analytics to create trust insights and enable deserving people to access fair credit. We have over 30 patents in twelve countries enabling us to collect, analyze and apply artificial intelligence and machine learning to publicly available digital information and consent-based mobile data. The result is the SIXSCORE, a powerful, robust and dynamic scoring model to accurately assess the trustworthiness of individuals.

Posidex Insights Inc brings its award-winning deep-tech enterprise customer master data management technology offerings to the North American markets with experience of over two decades in serving Fortune Global 500 customers in India and helping Banking, Financial Services and Insurance organizations scale up their digital transformation process. Posidex’s innovative solutions based on mathematical models for entity analytics and resolution with in-memory processing , machine learning and database agnostic approach , empowers its clients with real-time, precise, and actionable customer insights for Customer ,Vendor and Supplier Due Diligence, Fraud Detection and Prevention, Regulatory Compliance , Risk mitigation while handling the data quality challenges in a cost effective manner. Posidex’s primary expertise lies in equipping organizations with cutting-edge solutions designed to harness the potential of customer data and elevate customer centricity to unprecedented heights.

Temenos (SIX: TEMN) is the world’s leading open platform for composable banking, creating opportunities for over 1.2 billion people around the world including Canada every day. We serve 3000 banks from the largest to challengers and community banks in 150+ countries by helping them build new banking services and state-of-the-art customer experiences. The Temenos open platform helps our top-performing clients achieve return on equity three times the industry average and cost-to-income ratios half the industry average.

Multiverse Computing is a world-leading quantum and AI software company. We develop solutions to tackle industry-critical problems today. Our key focus areas are finance, energy, and mitigating climate change. Our products’ users include Fortune 1000 companies, such as BASF, Credit-Agricole, and Leonardo.

Intellifi evolved out of a desire to support our clients with innovative, simple, flexible, and end-to-end lending and loan solutions. Our team saw the need for a service that would help reduce execution risk and lower costs. With the shift to digital lending, our goal is simple – to give our clients a competitive edge by creating a completely scalable solution that is tailored to their business. We are a reliable one-stop shop for our client’s commercial and residential lending needs in the Canadian industry.

With over 100,000 loan applications processed daily, Aryza's robust systems and industry expertise manage over $14 Billion Canadian Dollars in live lending, supporting over 300 lenders globally to offer seamless project management and integration. With a customer base spanning more than 1,250 customers in twelve countries across EMEA, North America, and Australasia, Aryza offers global flexibility and a commitment to growth and innovation. With a dedicated team of over 500 employees and a wealth of combined industry knowledge and experience exceeding an impressive 200 years, Aryza is proud to have a rich heritage of being a trusted partner for lenders and brokers worldwide, delivering award-winning automation for all aspects of loan origination.

Yield Exchange is revolutionizing the wholesale deposit space by introducing a frictionless GIC marketplace that offers unparalleled speed, transparency, and access to competitive rates. Yield Exchange empowers businesses to modernize their investment strategy and feel confident in the deposit negotiation process by connecting depositors directly with Canadian Financial Institutions. Over 20 financial institutions such as Laurentian, Vancity, BlueShore, and Prospera work with Yield Exchange to find institutional depositors quickly, and reliably. Yield Exchange has helped facilitate over $250 million in posted GIC requests.

Dye & Durham Limited provides premiere legal practice management solutions, delivers vital data insights to support critical corporate transactions and enables the essential payments infrastructure trusted by government and financial institutions. The company has operations in  Canada, the  United Kingdom,  Ireland, Australia and South Africa.

QuickFi® is a digital, B2B embedded lending and leasing platform serving banks and original equipment manufacturers (OEMs) to provide private-labeled business equipment financing at the point of sale. The self-service, 100% digital QuickFi platform costs one-third the cost of operating the legacy equipment finance business model while providing a nearly instant borrower self-service experience. QuickFi reduces costs, shortens equipment sale cycle times, and improves borrower satisfaction with transparent financing and 24/7 support.

Amazon Web Services provides a highly reliable, scalable, low-cost infrastructure platform in the cloud that powers hundreds of thousands of businesses in 190 countries around the world. With data center locations in the U.S., Canada, Europe, Singapore, and Japan, customers across all industries are taking advantage of their low cost, elastic, open and flexible, secure platform.

Walnut is a Canadian and US embedded #insurtech platform that enables companies to unlock the insurance opportunity under their brand in 30 days or less. Walnut is driven to make insurance purchasing experiences digital-first, simple, and convenient – creating greater accessibility across life, home, renters, auto, and embedded product lines. Walnut currently offers more than 20 types of insurance products, provided by over 20 carriers.

Our modern and nimble real estate law firm is dedicated to providing legal services to our clients across Ontario. Focusing on innovation and efficiency, we leverage the latest technology and tools to ensure our clients receive the highest level of service possible. Our team of experienced real estate lawyers and legal professionals are committed to delivering tailored solutions that meet each client's unique needs. Whether you're a buyer, seller, investor, or real estate professional, our firm is dedicated to helping you navigate the complex legal landscape of the real estate industry. With a passion for excellence and a commitment to client satisfaction, we're the real estate law firm you can count on in Ontario.

Newgen is the leading provider of a unified digital transformation platform with native process automation, content services, and communication management capabilities. Globally, successful enterprises rely on Newgen’s industry-recognized low code application platform to develop and deploy complex, content-driven, and customer-engaging business applications on the cloud. From onboarding to service requests, lending to trade finance automation, and for many more use cases across industries. Newgen unlocks simple with speed and agility.

Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight.

Value Connect makes appraisals incredibly simple and efficient, with industry leading customer experience. Experience how our network effects unlock synergies between employees, suppliers, sales teams, and customers, resulting in reduced costs and improved CX.

The treefort project was started in 2017 by Jay Krushell, who was a lawyer in Edmonton doing commercial lending work. Every now and then Jay would encounter a situation where his clients were unavailable to meet in person because they were travelling or busy with their business. This would often result in their transaction being delayed, costs being increased and/or the client being materially inconvenienced when they were forced to attend a meeting in Jay’s office at a time that did not work well for them – all of which made his clients very grumpy! To solve this problem, Jay and his wife Kim assembled a team of amazing people and after Treefort Technologies Incorporated (“TTI”) was incorporated in January, 2020, the treefort team got to work creating a digital ID verification tool that would allow users to verify the identity of the individual they are dealing with virtually in accordance with the FINTRAC Regulations and the Model Client ID Rules adopted by Law Societies across Canada. The ID verification tool was launched in September, 2020 and in July, 2021 Stewart Title Guaranty Company purchased a 51% interest in TTI. Since then the TTI team has grown and work on the treefort platform has continued to the point where it is now the gold standard in digital ID technology in Canada.

Gestalt is an out-of-the-box data warehouse specifically for lenders. They are founders and lending veterans who have been watching lenders spend money to attempt to solve the same problem - a centralized, robust data warehouse as a single source of truth for ALL of their data coming from disparate systems. The premise is solving the problem once - and for all lenders - therefore saving significant time and headache upfront and ongoing along with providing a better product to help make the lender more successful. They have seen that every lender is doing the same work and incurring cost and time for something that can be out-of-the-box while still allowing the special cases by lender. They also have a passion for using this source of truth to help lenders across compliance, bank reporting and other critical areas where having a third party "certify" the information could be useful. From a market perspective, Gestalt is built for start-up or early-stage lenders because for approximately the same cost as a data engineer, the lender gets a robust data warehouse that would typically take them significant money, time and many redos to get to, if ever at all. Gestalt is also great for established lenders who want to scale up their business without scaling up the back office to build and support it.

With over 100,000 loan applications processed daily, Aryza's robust systems and industry expertise manage over $14 Billion Canadian Dollars in live lending, supporting over 300 lenders globally to offer seamless project management and integration. With a customer base spanning more than 1,250 customers in twelve countries across EMEA, North America, and Australasia, Aryza offers global flexibility and a commitment to growth and innovation. With a dedicated team of over 500 employees and a wealth of combined industry knowledge and experience exceeding an impressive 200 years, Aryza is proud to have a rich heritage of being a trusted partner for lenders and brokers worldwide, delivering award-winning automation for all aspects of loan origination.

Dye & Durham Limited provides premiere legal practice management solutions, delivers vital data insights to support critical corporate transactions and enables the essential payments infrastructure trusted by government and financial institutions. The company has operations in  Canada, the  United Kingdom,  Ireland, Australia and South Africa.

Payson Solutions is a boutique consultancy that specializes in credit risk and lending strategies. Payson has helped dozens of companies across the globe transform their business, with a diverse client base that includes top-tier banks, credit unions, fintechs at both start-up and growth stage, collection agencies, credit bureaus, and alternative lenders. Payson provides strategic, data-driven solutions that include: Credit Risk and Lending Strategies, Embedded Finance Solutions, Customer Acquisition Strategies, Data Science & Modeling, among many other services.

Ernst & Young Global Limited, trade name EY, is a British multinational professional services partnership headquartered in London, England. EY is one of the largest professional services networks in the world. Along with Deloitte, KPMG and PwC, it is considered one of the Big Four accounting firms.

Dye & Durham Limited provides premiere legal practice management solutions, delivers vital data insights to support critical corporate transactions and enables the essential payments infrastructure trusted by government and financial institutions. The company has operations in  Canada, the  United Kingdom,  Ireland, Australia and South Africa.

Ernst & Young Global Limited, trade name EY, is a British multinational professional services partnership headquartered in London, England. EY is one of the largest professional services networks in the world. Along with Deloitte, KPMG and PwC, it is considered one of the Big Four accounting firms.

Ernst & Young Global Limited, trade name EY, is a British multinational professional services partnership headquartered in London, England. EY is one of the largest professional services networks in the world. Along with Deloitte, KPMG and PwC, it is considered one of the Big Four accounting firms.

Multiverse Computing is a world-leading quantum and AI software company. We develop solutions to tackle industry-critical problems today. Our key focus areas are finance, energy, and mitigating climate change. Our products’ users include Fortune 1000 companies, such as BASF, Credit-Agricole, and Leonardo.

Patented, AI-powered alternative credit scoring solutions. Approximately 64 million US consumers have limited or no credit history. While these people may be invisible to traditional credit reporting bureaus, vast amounts of data exist about them through alternative sources including digital and mobile. At Trust Science®, our mission is to deliver analytics to create trust insights and enable deserving people to access fair credit. We have over 30 patents in twelve countries enabling us to collect, analyze and apply artificial intelligence and machine learning to publicly available digital information and consent-based mobile data. The result is the SIXSCORE, a powerful, robust and dynamic scoring model to accurately assess the trustworthiness of individuals.

Temenos (SIX: TEMN) is the world’s leading open platform for composable banking, creating opportunities for over 1.2 billion people around the world including Canada every day. We serve 3000 banks from the largest to challengers and community banks in 150+ countries by helping them build new banking services and state-of-the-art customer experiences. The Temenos open platform helps our top-performing clients achieve return on equity three times the industry average and cost-to-income ratios half the industry average.

Intellifi evolved out of a desire to support our clients with innovative, simple, flexible, and end-to-end lending and loan solutions. Our team saw the need for a service that would help reduce execution risk and lower costs. With the shift to digital lending, our goal is simple – to give our clients a competitive edge by creating a completely scalable solution that is tailored to their business. We are a reliable one-stop shop for our client’s commercial and residential lending needs in the Canadian industry.

With over 100,000 loan applications processed daily, Aryza's robust systems and industry expertise manage over $14 Billion Canadian Dollars in live lending, supporting over 300 lenders globally to offer seamless project management and integration. With a customer base spanning more than 1,250 customers in twelve countries across EMEA, North America, and Australasia, Aryza offers global flexibility and a commitment to growth and innovation. With a dedicated team of over 500 employees and a wealth of combined industry knowledge and experience exceeding an impressive 200 years, Aryza is proud to have a rich heritage of being a trusted partner for lenders and brokers worldwide, delivering award-winning automation for all aspects of loan origination.

Dye & Durham Limited provides premiere legal practice management solutions, delivers vital data insights to support critical corporate transactions and enables the essential payments infrastructure trusted by government and financial institutions. The company has operations in  Canada, the  United Kingdom,  Ireland, Australia and South Africa.

Walnut is a Canadian and US embedded #insurtech platform that enables companies to unlock the insurance opportunity under their brand in 30 days or less. Walnut is driven to make insurance purchasing experiences digital-first, simple, and convenient – creating greater accessibility across life, home, renters, auto, and embedded product lines. Walnut currently offers more than 20 types of insurance products, provided by over 20 carriers.

Temenos (SIX: TEMN) is the world’s leading open platform for composable banking, creating opportunities for over 1.2 billion people around the world including Canada every day. We serve 3000 banks from the largest to challengers and community banks in 150+ countries by helping them build new banking services and state-of-the-art customer experiences. The Temenos open platform helps our top-performing clients achieve return on equity three times the industry average and cost-to-income ratios half the industry average.

Newgen is the leading provider of a unified digital transformation platform with native process automation, content services, and communication management capabilities. Globally, successful enterprises rely on Newgen’s industry-recognized low code application platform to develop and deploy complex, content-driven, and customer-engaging business applications on the cloud. From onboarding to service requests, lending to trade finance automation, and for many more use cases across industries. Newgen unlocks simple with speed and agility.

Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over three decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight.

Temenos (SIX: TEMN) is the world’s leading open platform for composable banking, creating opportunities for over 1.2 billion people around the world including Canada every day. We serve 3000 banks from the largest to challengers and community banks in 150+ countries by helping them build new banking services and state-of-the-art customer experiences. The Temenos open platform helps our top-performing clients achieve return on equity three times the industry average and cost-to-income ratios half the industry average.

Amazon Web Services provides a highly reliable, scalable, low-cost infrastructure platform in the cloud that powers hundreds of thousands of businesses in 190 countries around the world. With data center locations in the U.S., Canada, Europe, Singapore, and Japan, customers across all industries are taking advantage of their low cost, elastic, open and flexible, secure platform.

Temenos (SIX: TEMN) is the world’s leading open platform for composable banking, creating opportunities for over 1.2 billion people around the world including Canada every day. We serve 3000 banks from the largest to challengers and community banks in 150+ countries by helping them build new banking services and state-of-the-art customer experiences. The Temenos open platform helps our top-performing clients achieve return on equity three times the industry average and cost-to-income ratios half the industry average.

QuickFi® is a digital, B2B embedded lending and leasing platform serving banks and original equipment manufacturers (OEMs) to provide private-labeled business equipment financing at the point of sale. The self-service, 100% digital QuickFi platform costs one-third the cost of operating the legacy equipment finance business model while providing a nearly instant borrower self-service experience. QuickFi reduces costs, shortens equipment sale cycle times, and improves borrower satisfaction with transparent financing and 24/7 support.

Multiverse Computing is a world-leading quantum and AI software company. We develop solutions to tackle industry-critical problems today. Our key focus areas are finance, energy, and mitigating climate change. Our products’ users include Fortune 1000 companies, such as BASF, Credit-Agricole, and Leonardo.

Multiverse Computing is a world-leading quantum and AI software company. We develop solutions to tackle industry-critical problems today. Our key focus areas are finance, energy, and mitigating climate change. Our products’ users include Fortune 1000 companies, such as BASF, Credit-Agricole, and Leonardo.

With over 100,000 loan applications processed daily, Aryza's robust systems and industry expertise manage over $14 Billion Canadian Dollars in live lending, supporting over 300 lenders globally to offer seamless project management and integration. With a customer base spanning more than 1,250 customers in twelve countries across EMEA, North America, and Australasia, Aryza offers global flexibility and a commitment to growth and innovation. With a dedicated team of over 500 employees and a wealth of combined industry knowledge and experience exceeding an impressive 200 years, Aryza is proud to have a rich heritage of being a trusted partner for lenders and brokers worldwide, delivering award-winning automation for all aspects of loan origination.

Dye & Durham Limited provides premiere legal practice management solutions, delivers vital data insights to support critical corporate transactions and enables the essential payments infrastructure trusted by government and financial institutions. The company has operations in  Canada, the  United Kingdom,  Ireland, Australia and South Africa.

Our modern and nimble real estate law firm is dedicated to providing legal services to our clients across Ontario. Focusing on innovation and efficiency, we leverage the latest technology and tools to ensure our clients receive the highest level of service possible. Our team of experienced real estate lawyers and legal professionals are committed to delivering tailored solutions that meet each client's unique needs. Whether you're a buyer, seller, investor, or real estate professional, our firm is dedicated to helping you navigate the complex legal landscape of the real estate industry. With a passion for excellence and a commitment to client satisfaction, we're the real estate law firm you can count on in Ontario.

QuickFi® is a digital, B2B embedded lending and leasing platform serving banks and original equipment manufacturers (OEMs) to provide private-labeled business equipment financing at the point of sale. The self-service, 100% digital QuickFi platform costs one-third the cost of operating the legacy equipment finance business model while providing a nearly instant borrower self-service experience. QuickFi reduces costs, shortens equipment sale cycle times, and improves borrower satisfaction with transparent financing and 24/7 support.

The treefort project was started in 2017 by Jay Krushell, who was a lawyer in Edmonton doing commercial lending work. Every now and then Jay would encounter a situation where his clients were unavailable to meet in person because they were travelling or busy with their business. This would often result in their transaction being delayed, costs being increased and/or the client being materially inconvenienced when they were forced to attend a meeting in Jay’s office at a time that did not work well for them – all of which made his clients very grumpy! To solve this problem, Jay and his wife Kim assembled a team of amazing people and after Treefort Technologies Incorporated (“TTI”) was incorporated in January, 2020, the treefort team got to work creating a digital ID verification tool that would allow users to verify the identity of the individual they are dealing with virtually in accordance with the FINTRAC Regulations and the Model Client ID Rules adopted by Law Societies across Canada. The ID verification tool was launched in September, 2020 and in July, 2021 Stewart Title Guaranty Company purchased a 51% interest in TTI. Since then the TTI team has grown and work on the treefort platform has continued to the point where it is now the gold standard in digital ID technology in Canada.

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