Optimizing the merger process
Optimizing the merger process
Over the last few years, we’ve continued to see a steady rate of merger activity in the Canadian credit union space. As of November 2022, the Canadian Credit Union Association reported 212 credit unions in Canada; fewer in number than in previous years, but more robust in terms of assets. Valeyo is an experienced partner ...
Uncover Insurance Series: Part 5 with Nikki Buchannon
In the final video of our #UncoverInsurance series, Nikki Buchannon, Director, Client Office, speaks about the insurance industry regulations and explores the role Valeyo plays in supporting transparency and ethics in insurance sales and practices for its clients. ...
Uncover Insurance Series: Part 4 with Anne Chang
In Part 4 of our new series #UncoverInsurance, Anne Chang speaks about the depth of Valeyo’s insurance program data and analytics, and she discusses how good data helps drive meaningful conversations and insights on program performance and opportunity. ...
Uncover Insurance Series: Part 3 with Maria Farias
In Part 3 of our new series #UncoverInsurance, Maria Farias speaks about Valeyo’s approach to insurance program management and how we’re responding to an increasing focus on strategic guidance and consultation as part of program delivery. ...
Valeyo and Filogix, a Finastra company, enter strategic partnership for credit union aggregation model.
2022-11-09 | Toronto, ON
Valeyo, a business solutions provider to financial institutions in Canada has expanded its strategic partnership with Filogix, a Finastra company, offering secure and reliable mortgage software and solutions to mortgage brokers and lenders, to bring the mortgage broker channel closer to its credit union clients. Indirect lending is a significant driver of growth for Canada’s ...
Uncover Insurance Series: Part 2 with Nikki Buchannon
In Part 2 of our new series #UncoverInsurance, Nikki Buchannon speaks about the intersection of creditor insurance within the lending workflow, and how Valeyo is developing new technologies to help #creditunion clients #digitize the insurance experience with flexibility and speed. ...
Uncover Insurance Series: Part 1 with Marco DeiCont
In Part 1 of our new series #UncoverInsurance, Marco DeiCont speaks about Valeyo’s holistic approach to insurance program development and value in helping financial institutions address and meet customers needs. ...
Technology Transforming the Insurance Space Webinar
Hear from Securian Financial and Valeyo senior leaders as they explore the evolving distribution models of the insurance world. ...
Optimizing Trust in a Digital World Webinar
In a digital-first world, trust is paramount between vendors, financial institutions, and consumers. Join us for a webinar with Equifax and find out the latest lending insights and trends in Canada and how institutions can instill consumer confidence in digital banking experiences. ...
Distributed Product Strategy: Helping Clients Improve their Customer Advantage and Engagement
2022-08-31 | Marco DeiCont, VP, Client Office
These are unpredictable times for businesses and consumers. We’ve all been feeling it. Consumers across Canada are dealing with increasing pressure from rising interest rates and financial institutions (FIs) are facing stiff competition for engagement and loyalty. With so many variables at play, it’s hard to direct consumer attention to what your FI may have to offer. ...
Consumer Trends Shaping the Insurance Industry Evolution Webinar
Hear about consumer trends shaping the insurance industry evolution, CPI digitization and the role of lending in the insurance journey. ...
Modernize commercial lending with Probe Webinar
Here’s the opportunity to learn more about our proprietary commercial and agricultural loan origination system. ...
Combating Fraud in Financial Services Webinar
Technology is evolving, so are the #fraudsters. To better understand the shifting landscape and what solutions are needed to keep up, innovation is critical as digital fraud rises. ...
Building your Strategic Execution Muscle.
2022-07-13 | Sara Mazhar, Senior VP, Chief Strategy & Technology Officer
Businesses are transforming at speed and continue to exemplify the true meaning of continuous learning, as well as agility to survive. To be viable, organizations are aggressively reimaging their business models and building solid strategic plans. This includes not only net new investments in products, services, and talent, but also investment in optimizing their existing ...
Why its time to move away from spreadsheets and toward a modernized commercial lending process.
In the last year, Blueshore Financial, Sunshine Coast Credit Union, and Weyburn Credit Union have each made the decision to evolve and modernize their commercial lending business by partnering with Valeyo for their commercial loan origination solution. Proprietary to Valeyo, the commercial & agricultural loan origination system, Probe, automates the end-to-end lending experience, supporting growth ...
Women in Leadership Series: In conversation with Parveen Dhillon, Risk Manager
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Parveen’s answers below. 1. What will be the biggest challenge for the next generation of female leaders? ...
Open Banking 101: The Great Equalizer Webinar
In this webinar, we explored the current challenges and biggest opportunities of Open Banking and what this means for Canada’s credit unions. ...
Women in Leadership Series: In conversation with Bonnie Sahni, Director, Strategic Execution & PMO
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Bonnie’s answers below. 1. Are there any female mentors that helped influence your personal or business life? ...
Women in Leadership Series: In conversation with Jacqlyn Marcus, Director, Marketing & Communications
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Jacqlyn’s answers below. 1. What do you believe is the biggest opportunity for the generation of women ...
Women in Leadership Series: In conversation with Sara Mazhar, Senior VP, Chief Strategy & Technology Officer
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Sara’s answers below. 1. What first sparked your interest in working in the technology industry? What truly ...
Valeyo offers enhancements to renewed contract with Coast Capital.
2022-04-26 | Toronto, ON
Coast Capital renews contract with Valeyo, cementing client partnership. Business solutions provider, Valeyo is announcing its renewed client partnership with Coast Capital as the federal credit union focuses on growing its product suite to meet the evolving needs of its almost 600,000 members across British Columbia. Valeyo offers creditor insurance programs to Coast Capital’s suite ...
Women in Leadership Series: In conversation with Lindsay Docherty, Janet Tam & Kanchan Singh
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the video above or read their full answers below. 1. Q&A Janet Tam: What strengths do you believe female leaders bring to the ...
Women in Leadership Series: In conversation with Lindsey LeClair, Chief Legal, Compliance & Risk Officer
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Lindey’s answers below. 1. What do you believe is an important trait to have when leading a ...
Women in Leadership Series: In conversation with Nicole Benson, President & CEO Valeyo
Our Women in Leadership Series features some of our own Valeyo leaders and explores some the challenges, opportunities and moments and inspiration of women working in the technology & insurance industry. Watch the full video above or read Nicole’s answers below. 1. When you began your career, what role did you envision for yourself? Early ...
Automate your commercial lending operations. And keep auditors happy.
Customer preference drives innovation and transformation in banking, but regulatory requirements drive significant changes in financial institutions’ processes and policies. Today, therefore, it is important to deliver lending decisions with speed and compliance. Whether your credit union has a growing commercial portfolio or an already established one, having the right tools to automate and standardize ...
Valeyo amalgamates its business under one corporation.
2022-02-03 | Toronto, ON
Effective January 1, 2022, Valeyo has amalgamated its businesses into one corporation called Valeyo Inc. The operating name for the corporation, Valeyo, and brand remain unchanged. Since 2017, Valeyo has been the operating name for its insurance arm CRI Canada Ltd. and its technology arm Selient Inc. – two businesses with long-standing history in the ...
OSFI’s Approach to Risk is Evolving: why you should pay attention
2021-12-01 | Lindsey LeClair, Chief Legal, Compliance and Risk Officer
Peter Routledge, the new superintendent of the Office of the Superintendent of Financial Institutions (OSFI) gave a noteworthy address at the Global Risk Annual summit in September setting the tone and overarching agenda for OFSI and how it will operate under his tenure. Superintendent Routledge described changes and modernization efforts OSFI will be focusing on ...
How APIs enable strong integrations, and why they drive efficiency and experience.
From banking to e-commerce, entertainment to food delivery, we’ve all come to expect 24/7, seamless digital experiences in most areas of our lives. Operating behind the scenes to create these experiences are integrations. Integrations themselves are driven by APIs, specialized software that lets one application speak directly to another without impacting the speed or quality ...
Valeyo joins Open Banking Initiative Canada
2021-11-09 | Toronto, Ontario
Valeyo is excited to announce its membership to the Open Banking Initiative Canada (OBIC). Sara Mazhar, SVP and Chief Strategy Officer at Valeyo, will lead the organization’s engagement, working alongside other industry leaders to help shape open banking in Canada. “There is an extraordinary sense of urgency, energy and focus on building an open finance ...
3 best practices for building & maintaining customer loyalty.
Forget sales and bottom lines for a moment. For financial institutions, the only currency that should matter is customer loyalty, even more so when the financial landscape is becoming increasingly competitive. Financial Brand currently lists a staggering 320 global challenger banks in its online database. This new reality represents more than just volume, but one ...
Northern Savings Credit Union selects Valeyo as its solutions provider of choice.
2021-09-16 | Toronto, ON and Prince Rupert, BC
Focus on growth in retail lending, insurance and digital engagement are top priorities. Northern Savings Credit Union selects Valeyo as their partner for its lending technology and creditor insurance solutions as they focus on long-term growth across traditional and digital channels. Northern Savings will benefit from a fully integrated solution for retail lending and member ...
4 ways to drive your growth strategy & customer acquisition.
Now, more than ever, technology is the engine driving loan origination. With seamless connections, trusted integrations and custom digital experiences, Valeyo Ori, can help drive your growth strategy and acquisition in these key ways, so you that your organization is always ready for the future. 1. Digital engagement With the speed, convenience, and seamless connection ...
So you want to go digital? 3 questions to consider before taking your lending online
Look around you. I’m sure you’ve noticed. The financial landscape is changing dramatically before our eyes, spurred by the evolving expectations of how customers want to connect with their institutions of choice. Emerging customer demand for instant 24/7 service and seamless digital experiences has initiated a boom of digital lending channels being built to adapt ...
Why insurance still matters
The economic repercussions of the pandemic are many and far-reaching, and we’ll be feeling the effects for some time. Still, we can look back now and get a better sense of how it affected lending in general and how well-positioned the industry is to face the future. In other words, customers are still in need ...
Trends in insurance innovation
2021-06-22 | Nicole Benson, CEO
The world is changing at speed and we are seeing the impact across numerous industries. We asked Valeyo President & CEO, Nicole Benson to speak about trends in insurance innovation and the impact of COVID on digital acceleration and transformation. What changes in the business environment are influencing insurance innovation? The past year has had ...
Sunova Credit Union embraces digital lending with Valeyo
2021-05-26 | Toronto, Ontario and Winnipeg, Manitoba
Sunova Credit Union has selected Valeyo as its long-term technology partner as it focuses on growing and expanding its digital capabilities with the new Valeyo Ori platform. The new platform enables a customized digital lending application and net new in-branch experience for both staff and members that is focused on making the end-to-end lending ...
Evolving the business engagement model in a virtual environment
2021-05-17 | Marco DeiCont, VP Sales Operations
The business environment has changed over the past year, no more so than for client facing teams, many of whose day-to-day activities have shifted from in-person visits to virtual interactions. As we prepare for another period of travel restrictions and stay at home measures, we asked Marco DeiCont, VP Sales Operations for Valeyo how to ...
Setting the Foundation for Open Banking: Secure APIs and Valeyo
The financial industry is evolving at a rapid pace, driven by changing consumer demand, significant advances in technology, and increased competition from both traditional banks and new financing entities. With change, however, comes a wealth of opportunities to those willing to embrace it. And for credit unions to be competitive, they need to be able ...
Putting the customer first: Transparency in insurance sales
2021-04-22 | Nicole Benson, CEO
Insurance is a highly regulated industry and recently there’s been an increased focus on driving transparency in insurance sales and practices. We asked Nicole Benson, CEO for Valeyo her thoughts on what is driving this industry change and what financial institutions can do to support transparency in insurance sales for its staff and consumers. Who ...
To Innovate at Speed, Canadian Financial Institutions Must Think “We” Not “Me”
2021-01-11 | Andrew Pastoric, Head of Strategy & Innovation
This past year was a testament to the fact that technology and business are forevermore joined at the hip: strategically, tactically, and operationally. Digital transformation, the buzzword of 2019, was clearly tested in 2020. While many financial institutions (FI) across Canada were faced with the challenge of serving both prospective and existing members remotely, their ...
Valeyo joins Celero Xchange™ to deliver digital lending solutions to Canadian financial service providers
2020-08-05 | Toronto, Ontario
Celero is pleased to announce Valeyo, a leading provider of lending technology to the financial services industry, will connect its new digital lending platform to Celero’s growing digital ecosystem to offer its innovative solutions to credit unions. Valeyo, a Canadian organization, is collaborating with Celero to integrate its digital lending solution into Celero Xchange™ digital ...
Innovation in insurance: How COVID is influencing change
2020-05-12 | Nicole Benson, CEO
We are now living in a new reality brought on by COVID-19. It’s amazing how quickly industries, for whom change is traditionally a slow process, have been able to quickly shift their focus and innovate to response to business and consumer need. Having been involved in the insurance industry for more than 20 years, I ...
Why strong partnerships are critical for success
2020-05-05 | Nicole Benson, CEO
In a matter of weeks, the industry was disrupted beyond anything imaginable and organizations have had to double down on their approach to finding ways to operate in a new business environment. The news is filled with powerful examples of companies such as Microsoft, Nike, Toyota who have shifted their operations from producing consumer goods ...
Message from Valeyo CEO: COVID-19 Response
2020-03-13 | Toronto, Ontario
Dear Partners, I understand that the development of COVID-19 is worrying for everyone from a personal and professional perspective. To allay any potential concerns you may have regarding Valeyo and its business continuity efforts and plans relating to COVID-19, I’d like to provide you with an update. Valeyo is actively reviewing its business continuity plan ...
Valeyo and Filogix partner to drive lending efficiencies between mortgage professionals and credit union markets
2020-02-11 | Toronto, Ontario
Valeyo, a leading solutions provider to the financial services industry, and Filogix, a leading solutions provider for Canadian mortgage origination, are pleased to announce they have formed a strategic partnership to provide an integrated mortgage origination experience to Canadian financial institutions by connecting the Filogix platform to Valeyo’s proprietary system for Retail and Small Business ...
Valeyo and Innovation announce strategic partnership to advance digital lending for financial services providers
2020-01-23 | Toronto, Ontario
Valeyo, a leading solutions provider to the financial services industry, and Innovation Credit Union, headquartered in Saskatchewan providing a full range of financial services and intending to expand as a federal player across Canada, have announced a strategic partnership to accelerate the development of Valeyo’s proprietary digital lending and credit management platform for credit unions ...
Valeyo and Canada Guaranty complete integration broadening mortgage protection options for Canada’s lenders
2020-01-21 | Toronto, Ontario
Canadian homebuyers and lenders now have more options for mortgage protection as Valeyo, a leading solutions provider to the financial services industry and Canada Guaranty, a leading private mortgage insurer, announce they have completed the integration of Canada Guaranty’s products and services into Valeyo’s proprietary retail and small business loan origination solution. “Valeyo is a ...
Valeyo Gains Partnership Alignment Coast to Coast
2019-07-25 | Toronto, Ontario
Valeyo, a leading solutions provider to the financial services industry, is taking major steps to further align their offerings with Financial Institution (Fl) strategies across Canada. In tandem with the recent multi-million-dollar technology investment announcement, Valeyo conducted a nationwide roadshow, visiting several FIs, fintech partners and industry leaders across Canada. The main goal of the roadshow ...
Valeyo Announces Major Investment in its Core Lending Technology
2019-04-24 | Toronto, Ontario
Valeyo, a leading solutions provider to the financial services industry, announces the company is making a 5 year, multi-million dollar investment in its lending technology to drive rapid development, innovation and transformation of its proprietary solutions. “The business environment is changing. Technology is essential to competing in the market and we are taking the lead ...
Valeyo and Equifax deliver an industry first by integrating automated income verification into the lending process
2018-12-18 | Toronto, Ontario
Equifax Inc. (NYSE: EFX), a global information solutions provider, and Valeyo, a leading solutions provider of insurance products and technologies are excited to announce a strategic partnership to integrate Equifax’s verifier solution, Verification Exchange™ into Valeyo’s proprietary loan origination solution. Verification ExchangeTM is an income and employment verification solution that provides instant verifications between employers ...
BlueRush and Valeyo announce strategic partnership
2018-10-11 | Toronto, Ontario
BlueRush Inc. (“BlueRush”) (TSXV:BTV), a leading SaaS company providing personalized and interactive video solutions for financial institutions, and Valeyo, a leading solutions provider of insurance products and technologies are excited to announce they have signed a strategic partnership agreement. This new partnership provides BlueRush a valuable co-selling opportunity within Valeyo’s network of more than 95 ...
Valeyo and Grow technologies announce partnership to deliver an integrated lending and insurance experience
2018-10-10 | Vancouver, British Columbia
Today, Valeyo and Grow Technologies announced a new partnership that for the first time will allow Canadian credit unions using the Grow Platform to provide their members an integrated online lending and insurance experience. Grow, a leading enterprise fintech providing white labelled SaaS digital banking solutions, has recently launched with several credit unions to enable ...
ASAPP and Valeyo Launch Integrated Digital Insurance Offering for Canadian Financial Institutions
2018-08-09 | valeyo.com
ASAPP Online Solutions and Valeyo have delivered an industry first for Canadian financial institutions with the launch of automated insurance purchase within ASAPP’s digital account and loan origination solution. This enhancement enables financial institutions using the ASAPP omni-channel account and lending origination solution to offer their customers insurance protection as part of the digital lending ...
Valeyo and ASAPP Online Solutions Expand Existing Relationship
2018-04-30 | Toronto, Ontario
Valeyo and ASAPP Online Solutions (“ASAPP”) are pleased to announce they are expanding their existing relationship by entering into a distribution agreement for ASAPP’s retail, lending and banking solutions. This follows last October’s joint announcement around a strategic alliance to incorporate Valeyo’s insurance solutions within the ASAPP omni-channel account and loan origination solution. Beginning May ...
Valeyo and ASAPP Form Strategic Alliance
2017-10-05 | Toronto, Ontario
Valeyo and ASAPP Online Solutions Inc. (“ASAPP”) are pleased to announce that they have formed a strategic alliance to incorporate insurance solutions within the ASAPP omni-channel account and loan origination solution. This strategic alliance offers ASAPP partner credit unions an advanced omni-channel onboarding solution that combines innovative technology and solutions to support their members’ protection ...
Employee spotlight: Lilia Lokshin
About Lilia Lokshin Lilia is a Senior QA Analyst at Valeyo. What do you think makes Valeyo different? Everyone here plays an essential role in the building of the technology and the processes. We are all excited to be here, motivated by what we are a part of and interested in fostering a great workplace ...
Employee spotlight: Lindsey LeClair
About Lindsey LeClairLindsey is a Chief Legal, Compliance and Risk Officer at Valeyo. What drew you to Valeyo? Valeyo, as a company, is breaking new ground in a highly regulated industry. The level of complex strategic planning needed to navigate partnerships, negotiate vendors, and own and license innovative technology solutions for insurance and lending was ...