Cormark Securities Inc.

Modernizing the Institutional Investor Onboarding Process For Over 850 Institutional Clients

How Cormark Securities Inc. is leveraging Katipult’s platform to power its institutional investor engagement.

Name: Cormark Securities Inc.

Industry: Investment Banking / Financial Services

Country: Canada

Size: 100 employees

Challenge: Streamlining and modernizing processes for institutional investor onboarding and ongoing institutional client engagement.

Result: Enhanced client experience and internal workflow efficiencies gained through increased digitization, while ensuring best in class regulatory compliance.

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.

Cormark was impressed with Katipult’s technology and scale, as well as its ability to meet our modernization goals. 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 of Cormark Securities