Mako Fintech Partners with National Bank Independent Network’s VISION 2023 Conference

Mako Fintech Partners with National Bank Independent Network’s VISION 2023 Conference

Every year, The National Bank Independent Network(NBIN)'s conference, VISION 2023, serves as a congregating platform for Canada's independent wealth management companies. Over the span of two enriching days, the conference aims to facilitate in-depth learning, industry insights, and the fostering of professional relationships.

This year, Mako is proud to announce its attendance as a Bronze-level sponsor. We are eager to meet the expected 300 professionals in attendance to discuss the future of online onboarding in the wealth industry. These include portfolio managers, brokerage representatives, investment fund executives, and other key stakeholders in the wealth management sector. 

NBIN and Mako Fintech

As a foremost authority in providing custody, trade execution, and brokerage services to the independent wealth management community, NBIN has the privilege of counting among its clientele some of Canada's most significant and reputable portfolio management and introducing broker firms. We are extremely excited to engage with with them and provide knowledge about our solution. 

Supporting multiple custodians is a core tenet of the design philosophy at Mako, and NBIN is slated to become a major business partner for Mako as we are currently working towards an integration with their services. Our attendance at this conference is a testament of our dedication to their network. 

Mako Fintech specializes in crafting tailored onboarding workflows through its high-efficiency, low-code platform. This enables both financial advisors and investors to benefit from a personalized experience, thereby optimizing the Know Your Customer (KYC) and onboarding procedures. Positioned as an industry benchmark in client onboarding within the wealth management sector, Mako Fintech offers cutting-edge functionalities such as built-in electronic signatures, consolidated household account management, and mass document updating, commonly referred to as bulk repapering.

“Providing the onboarding excellence of Mako to NBIN clients has always been our ultimate goal” comments Raphael Bouskila, CEO of Mako Fintech, “Their network is extremely solid, and the services they offer to the Canadian market are truly top notch. It’s an honor to be partnering with them for this conference.

Mako at Vision 2023

Sahal Shaikh, Director of Sales and Strategy, and Henry Meyerrose, Director of Partnerships, will be in attendance for Mako. They’ll be at our booth on both days and looking to discuss with anyone in attendance to see how we can help with anything from digital onboarding to KYC and bulk repapering. 

We’ll also be raffling off a very nice bottle of scotch at the end of the conference, so make sure to at least drop by to enter the draw!

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