IIROC — IIAC Innovation Forum: Digital Personalization


Continuing Education Credit

Compliance continuing education credit: 1.0

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IIROC and the Investment Industry Association of Canada (IIAC) hosted a live virtual conference on Thursday, December 9, 2021, to discuss innovation in the Canadian investment industry.

This webcast features a discussion about personalization and building the ultimate personalized experience for customers. The panel discusses investor behavior, psyche, and why personalization is so important, the role of advisors in delivering a personalized service to their clients, and the data strategies some companies are putting in place in order to better compete. The panel also discusses big tech versus big bank, and who has the inside track on winning the race on providing the best personalized experience.

Program Details


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Welcome to CIRO.ca!

You can find the Canadian Investment Regulatory Organization (CIRO) at CIRO.ca with our fresh look and feel.

The following sections of the legacy mfda.ca and iiroc.ca sites have been migrated to ciro.ca:

  • Enforcement
  • Hearings
  • Consultations
  • A unified member directory (Dealers We Regulate)
  • Advisor Report

We will continue moving items off MFDA and IIROC in 2024. Stay tuned for future updates.