Optimizing Internal Workflow Efficiencies for a Leading Independent Investment Dealer
Cormark Securities is deploying Katipult's platform as a strategic initiative to enhance its client experience and optimize internal workflow efficiencies through increased digitization, while ensuring best in class regulatory compliance.
Cormark will work with Katipult to streamline and digitize account openings, private placement subscriptions, and other compliance and internal functions within a fully integrated, secure, single platform.
“Cormark is one of the longest-serving investment firms in Canada with over 40 years of history with an impressive $90B+ of capital raised in the last decade alone.” said Gord Breese, Katipult CEO, “We’re excited to partner with Cormark to unleash the full potential of the Katipult platform for efficiency, compliance requirements, process automation, and client experience excellence”.
Equity capital markets continue to evolve through changing regulations, heightened deal activity and increasing client appetite and expectations for digital services. The ability for Cormark to consolidate every aspect of its workflow on a single, secure cloud-based platform significantly enhances its client servicing capabilities.