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.
- Jad Chehlawi, Founder and CEO, TelosTouch
- Max Jarvie, Senior Associate, Privacy and Data Protection Practice Group, BLG
- Jack Mastromattei, COO, Aligned Capital Partners
- Kerry Ryan, Director, Industries Marketing – Financial Services, Salesforce
This webcast will be available on Thursday, February 24, 2022, at 7 a.m. Eastern Time.
There will be 1.0 Compliance continuing education credits available.
Welcome to CIRO.ca!
We have a new look! You can find the Canadian Investment Regulatory Organization (CIRO) at CIRO.ca with our fresh look and feel.
You can now find new publications published by CIRO since January 1, 2023 on CIRO.ca. If you are looking for past notices or bulletins published by MFDA or IIROC, you can find those on our legacy websites. Enforcement related content will continue on those websites as well.
You can now find previous Annual Reports and Enforcement Reports on CIRO.ca, along with Halts and Resumption, and our ePublications sign up (for all previous MFDA and IIROC subscriber lists).
We will continue moving items off MFDA and IIROC in 2023/2024. Stay tuned for future updates.