Welcome To Portfolio+ Podcast

Banking advice, financial software solutions, and digital transformation services from top finance and technology professionals in the industry.

We serve six of the seven largest financial institutions in Canada. Now, it’s your turn.


What Is Portfolio+ Podcast?

Portfolio+ Podcast is an online talk show that offers innovative, mission-critical solutions to banks and financial institutions. As leaders of the open banking movement in Canada, we’ve comprised a savvy team of finance and technology professionals ready to transform your financial challenges to ultimate growth.

Personalize your banking experience. Receive the latest insight, financial products and services, and software solutions with our podcast.


Episode 1: The Secure Journey to Open Banking On a Cloud

With security being top of mind, Iain Paterson joins Dianne Cupples to discuss the secure journey to open banking in the cloud.

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Episode 2: Beginning the Secure Journey to Open Banking on a Cloud

In this podcast episode, we discuss how to begin the secure journey to open banking on the cloud. Joined by Don Coulter, President and CEO of Concentra Bank, Dianne Cupples asks Don’s thoughts and predictions on the open banking movement in Canada and how it affects Concentra’s future.

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Episode 3: The Importance of Data Portability for Open Banking

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In this podcast episode, we discuss the open banking movement and the importance of open banking for Canada. More specifically, about data portability and its significance for open banking. This episode features an insightful conversation between Donna Galloway, Vice President of Marketing here at Portfolio+ and Michelle Beyo, Founder and CEO of FINAVATOR. FINAVATOR is an award-winning Fintech and payments consultancy which helps bridge the gaps between fintechs and traditional banks.

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Meet The Host

Dianne Cupples CEO

Dianne Cupples | Chief Executive Officer (CEO)

Pioneering Portfolio+ in all things strategy, vision, and growth, Dianne is Chief Executive Officer with unmatched expertise in banking/financial solutions. Her unwavering strength and longstanding insight stem from her dedication to fostering true value for customers, employees, partners, and beyond. From overseeing day-to-day financial operations to developing and driving long-term strategies—Dianne doesn’t just meet customers’ expectations; she succeeds them.


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