| Name | Title | Contact Details |
|---|---|---|
Laurian Cristea |
Chief Legal Officer (Cboe Digital) | Profile |
H&R Block Canada, Inc. is the largest income tax preparation and electronic filing firm in Canada and has been assisting Canadians with their taxes for 50 years. With over 1,200 tax offices across Canada, our experienced and knowledgeable team delivers tax preparation and related solutions to our clients year-round in Retail, Digital, Corporate, and US Specialty taxes.
Named by CB Insights to the 2018 Fintech 250, a list of the world`s top fintech startups, Progressa is Canada`s fastest growing financial technology lender focused on changing the way pay cheque to pay cheque Canadians access and build credit. Since 2013, our mission has been to build a socially responsible consumer finance company that encourages borrowing for the right reasons that Canadians can be proud of. Our enterprise solutions suite, driven by the 4th Generation Progressa Score™, is built for collection agencies, enterprise, and point of sale finance. We empower collection agencies and enterprise to offer proactive solutions and drive healthy recoveries while protecting brand reputation with industry-leading NPS and servicing. For point of sale finance, we allow platform partners and other originators to expand their merchant offerings to service non-prime consumers and achieve industry-leading approval rates.
The Family Credit Union is a Davenport, IA-based company in the Financial Services sector.
TransUnion Interactive d/b/a TrueCredit/TrueLink is a Chicago, IL-based company in the Financial Services sector.
Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.