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How Cormark Securities is leveraging Katipult’s platform to power its institutional investor engagement.
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The Katipult platform streamlines and automates private investment transactions securely, efficiently for expedited deal closing.
Katipult delivers a richer experience for new investor account openings, effortless KYC renewals, and user guided deal participation.
Katipult ensures the full information spectrum from your private capital deal activity is securely captured for reporting, analytics and valuable market insights.
"Katipult provides a powerful, cloud-based infrastructure that allows us to manage our private placement activities in a digital environment and improve coordination across teams and geographies, so that we can provide the best possible outcomes for our clients.“
Pat Burke
President Capital Markets
"We are excited to work with Katipult to support client service excellence and operational efficiencies across our firm while maintaining our focus on best in class regulatory compliance. Our goal is to streamline and modernize our processes for institutional investor onboarding and ongoing engagement with our 850+ institutional clients.“
Chris Shaw
CEO Cormark Securities
How Cormark Securities is leveraging Katipult’s platform to power its institutional investor engagement.
Remove Old Systems
Eliminate cumbersome and costly legacy software
Accelerate Private Deal Growth
Grow your private deal volume and broaden your distribution channels
Digitize Manual Processes
Remove frequent human errors and compliance deficiencies
Enable Cross-Border Product Placement
Increase your organization connectivity to service international investors
Reduce Compliance Backlog
Streamline compliance workflows to prevent bottlenecks and delays
Create Rapid Deal Distribution
Execute deals faster and more efficiently for a better client experience
