Here it is - Jamie Branyan’s final winning round of the Proformex Annual Elite Eight Bracket Challenge at BISA last week! Shoutout to the awesome supporting actors - Michael Miroballi, CFA® Max Posner and Jim Nickens!
关于我们
CANNEX is the premier provider of data, research and quantitative analysis for retirement savings and income products in North America. Our mission is to provide access and transparency to the pricing and features of annuity, bank and investment products that consumers rely on for retirement security. Financial institutions and financial professionals use our services to help build, evaluate, and compare both the guarantees and performance provided by retirement products. We also provide thought leadership and market intelligence to help clients stay informed on the ever-changing product, distribution, and regulatory environment. Because we manage the actual pricing algorithms and illustrations for annuity products on behalf of insurance carriers, we are able to develop various benchmarks and indices that can be used for product valuation purposes. We can also feed these benchmarks along with actual pricing real-time to other third-party applications and tools that support planning & education, sales, and compliance. We are also committed to solving difficult and sophisticated problems in the realm of retirement planning and income management by providing consulting and research support through our quantitative research team. In Canada, the CANNEX Financial Network (CFN) has been the dominant bank and credit union resource that facilitates over $50 billion per year in GIC & term deposit transactions to third parties. In the United States, CANNEX US is the premier provider of annuity pricing and analytic services for all income and deferred annuities. We partner with insurance companies and distributors on research and market intelligence, financial planning and education, annuity sales and compliance processes, and product service and administration.
- 网站
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http://www.cannex.com
CANNEX Financial Exchanges Ltd.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Toronto，Ontario
- 类型
- 私人持股
- 创立
- 1984
- 领域
- Annuities、Analytics、Term Deposit (Canada)、Annuity Pricing、Funds (Canada)、Retirement Analytics、Research、Custom White Papers和Consulting
地点
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主要
获取路线
1200 Bay Street
Suite 1001
CA，Ontario，Toronto，M5R 2A5
CANNEX Financial Exchanges Ltd.员工
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Mihai Lazar
Executive Leader | Business Resilience | Cloud Transformation | Customer Excellence
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Kim Muise
Vice President, Business Development at CANNEX Financial Exchanges Ltd.
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Jamie Branyan
Vice President of Product Management at CANNEX USA
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Horace McPherson, LLM, MTM, CISSP
Cybersecurity | Privacy | AI | Technology | Law
动态
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Another fantastic BISA - connecting with industry leaders, exchanging ideas, and celebrating a big win! Our very own Jamie Branyan took home the Proformex Championship Belt, in the 3rd Annual Elite Eight Bracket Challenge. In case you missed it, here’s the second winning round, featuring the incredible Boomer Translator Jim Nickens !
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Congratulations to our very own Jamie Branyan for taking home the third annual bracket challenge championship belt, hosted by Proformex at BISA conference last week! In case you missed it - here’s Jamie’s winning round 1 performance! Stay tuned this week for the round 2 and 3 videos !
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We are looking forward to attending BISA next week, and have our very own Jamie Branyan participating in the Proformex bracket challenge! Don't miss it - next Thursday @11:45am!
We’re excited to connect at one of our favorite events of the year—BISA 2025—especially during the 3rd annual, high-energy, Elite Eight Bracket Challenge. This year’s discussion will be held on Thursday, March 6th at 11:45 in Atlantic 3. Our session this year will focus on Infusing Innovative Strategies and AI Automation in Insurance and Finance and will feature top industry leaders: LeAnn Rummel – Cetera Financial Group Michael Miroballi, CFA® – Huntington National Bank Dawn Goldbacher, PMP®, CLU®, ChFC® – Franklin Madison Rhonda Kulhanek – Cramer & Associates Jim Nickens – InSource Frank Rinaudo – Kuvare Holdings Jamie Branyan – CANNEX Financial Exchanges Ltd. Max Posner - Proformex At Proformex, our mission is to make annuity, life insurance, and financial asset data more accessible and actionable for financial institutions, carriers, and broker-dealers. If you’ll be at BISA—or any upcoming events—look out for us to connect and be sure to check back for more updates on our Elite Eight Bracket Challenge bracket rankings! #Proformex #BISA2025 #Banks #Carriers #Annuity #InsurTech #FinTech #BISA
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We’re thrilled to be part of the new IRI Baseline Values tool! This innovative solution is designed to simplify the modeling of deferred annuity products for financial professionals.
Aiming to simplify the modeling of deferred annuity products for financial professionals, IRI and Cannex have debuted a new tool called IRI Baseline Values. making it easier than ever to include annuities in the conversation with clients. “Baseline Values are a game-changer for financial professionals, making it easier than ever to include annuities in the conversation with clients,” said Katherine Dease, Chief Technology and Innovation Officer at IRI. https://ow.ly/I2sj50UNO3t CANNEX Financial Exchanges Ltd. PLANADVISER
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CANNEX Financial Exchanges Ltd.转发了
IRI and CANNEX have introduced an innovative approach to simplify annuity modeling to address a key challenge for financial professionals: representing annuities in financial planning tools. https://ow.ly/j1EL50UM6Io CANNEX Financial Exchanges Ltd.
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Thank you to all our attendees and presenters for joining us at our 4th Annual Term Deposit Conference yesterday! A special thanks to our sponsors as well—this event wouldn't have been possible without your support! EQ Bank | Equitable Bank International Financial Data Services (IFDS) TBSM Portfolio+ General Bank of Canada VersaBank Wealth One Bank of Canada Meridian Credit Union Registered Deposit Brokers Association (RDBA) HomeTrust Bank Peoples Group ISS Market Intelligence Haventree Bank Bridgewater Bank Luma Financial Technologies RFA Bank of Canada MCAN Financial Group League Savings and Mortgage The Effort Trust Company
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We are excited to announce that David Newman, principal director of Fiscal Agents Savings and Investments, has been selected as the 2024 recipient of the Alexander S. Melvin Award for ethical and inspirational leadership in financial services. David has been instrumental in driving key initiatives, like the creation of Tax-Free Savings Accounts (TFSA) and the increase of Canada Deposit Insurance Corporation (CDIC) guarantees, that have positively impacted millions of Canadians. His dedication to transparency and consumer advocacy has set a new standard in the industry. The award will be presented at the CANNEX Term Deposit Conference in Toronto on October 29th, where David has chosen to donate the award’s $5,000 contribution to Kids Help Phone. Congratulations, David! 🎉👏 Read the full press release here: https://lnkd.in/gXVj-wa4
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We're less than two weeks away from the 4th Annual Term Deposit Conference, proudly hosted by CANNEX! This event brings together professionals from across the Canadian deposit industry and offers a fantastic opportunity to network with key executives from top firms in the deposit marketplace. Register today! https://lnkd.in/gGdT7VqP
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