Digital Banking Platform Selection

Selected as one of fewer than 10 national credit-union experts to evaluate and select Intellect as a shared digital banking platform, representing approximately $50B in combined assets.

Interac e-Transfer (Business)

Implemented a business e-Transfer solution enabling receipt of up to $25,000 via ANR in under five seconds, supporting the transition from ISO 8583 to ISO 20022 and delivering the initiative in under 90 days.

Lock 'N' Block

Added the ability to lock debit cards when lost, with additional preferences to block ATM, POS, and out-of-country access entirely, giving members full control.

Banking Platform Migration

Led Kindred’s three-year digital banking migration, coordinating delivery across Interac, CGI, Central 1, Everlink, Thirdstream, Flinks and other strategic technology partners.

Online Lending Platform

Evaluated the existing digital lending platform, quantified the opportunity and developed the ROI case used for executive decision-making with the CEO, CTO, VPs and Directors.

Appointment Booking Platform

Implemented Coconut Software, reducing on-premise cost by hundreds of thousands of dollars and increasing branch appointment activity approximately 5× versus the previous contact-form process within one year.

Banking 2SV (Two Step Verification)

Implemented risk-based authentication using server-side AI to determine when additional verification was required based on user activity and transaction risk.

Custom Banking Widgets

Directed the design and delivery of three custom retail and business banking widgets, moving each from concept to production in under 90 days.

Partners / Stakeholder Relations

Built strong relationships across internal teams and strategic partners to gather insight, establish priorities, shape the digital roadmap, and drive meaningful change across the member experience.

AI & Conversational Banking Evaluation

Led evaluation and hands-on prototyping of conversational AI platforms, including Amazon and Google AI platforms, assessing accuracy, customer experience and strategic fit to inform the digital roadmap.

Portfolio Management

Managed a $50 million dollar financial portfolio of approximately 500 businesses across four regional branch locations.

Business Owner Coaching

Coached business owners on financing, credit, and growth strategies, translating financial statement analysis into lending opportunities.

Lean Certified

Applied Lean principles to redesign onboarding and lending workflows, including automated EBITDA calculations and lending-application preparation for adjudication teams.

Risk and Credit Analysis

Setup accounts, monitored deposit and loan risk, overdrafts and delinquency, through ongoing financial accounting / analysis.

Cross-Team Referral Network

Referred qualified leads to retail, wealth management, agriculture and commercial specialists across the branch network.

Credit Analysis & Lending Applications

Wrote governmental CEBA apps, letters of credit and analyzed and underwrote lending requests for business owners.

Manulife Bank and Manulife Financial

Developed the flagship Manulife One Mortgage Calculator and additional digital solutions as a preferred vendor, translating complex financial-product logic into customer-facing tools.

Ontario Telemedicine Network

Developed digital platforms integrating video and Voice over IP (VoIP) technologies with Polycom to support telemedicine and remote-care delivery.

Ministry of Health

Delivered multiple digital-health solutions in collaboration with Western University, including VideoCare / OTN, ISAN and SWOSS on LARG*net infrastructure.

Newschool Photography Inc.

Designed and modernized the online scheduling platforms and e-commerce used for the University of Waterloo graduate photography sessions.

Activa / Eastforest Homes, Losani Homes

Developed a lead-generation and predictive analytics platform for major homebuilders, contributing to more than $20M in beta-stage development activity.

Southwestern Ontario Stroke Network

Delivered privacy-sensitive technology used in a Return to Work initiative, with privacy considerations reviewed in collaboration with the Privacy Commissioner.

E.D. Smith / Pentax Cameras

Developed digital marketing platforms and campaigns reaching millions of people in collaboration with Brighthouse Branding Group.

Hundreds of Additional Portfolio Pieces

Delivered hundreds of additional digital projects for clients including Linamar (for Chrysler), BlackBerry, KRUG and others across multiple industries.