
Invested in Canada
Connecting with Clients at InvestOps USA 2025
Connecting with Clients at InvestOps USA 2025
As Canada’s leader in asset servicing, we are pleased to connect with investment servicing clients and prospects from across North America at InvestOps USA, March 11-12, 2025 to showcase the strength of our products, commitment to innovation and local Canadian market knowledge.
Our industry recognizes the imperative to optimize operations and processes to remain competitive in the rapidly evolving digital landscape. As Canada’s asset servicing business undergoes a tech revolution, data transformation emerges as a critical driver of success. With advanced data analytics, artificial intelligence and cloud-native platforms, coupled with the expertise of technology and service allies, Canadian asset managers and pension plans can unlock unprecedented opportunities for growth and innovation.
The following resources are included for CIBC Mellon’s clients and prospective institutional investors into Canada to offer an understanding of some of the key technology themes that we are exploring together in collaboration with fintechs participating at InvestOps.
If you would like to learn more or participate at one of our future events, please speak with your CIBC Mellon client management contact.
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Accelex
- CIBC Mellon Industry Perspectives podcast: Applied AI in the Investment Services Industry - ROI and Agentic. AI Roundtable Roundup (part one)
- CIBC Mellon Industry Perspectives podcast: Applied AI in the Investment Services Industry - Frameworks for the Future. AI Roundtable Roundup (part two)
- CIBC Mellon Montréal Fintech Innovation Showcase: Streamlining Private Market Data with Next-Generation Technology
Please note, you'll need a BrightTALK account to view - it only takes a moment to create one and expand your digital horizon.
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AccessFintech
- Tech talk at CIBC Mellon’s Canada Fintech Innovation Showcase
Please note a BrightTALK account is needed to view this. An account can be set up here.
- Tech talk at CIBC Mellon’s Canada Fintech Innovation Showcase
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Duco
- News release: CIBC Mellon Leverages Duco Technology to Enhance Enterprise Data Automation
- CIBC Mellon Montréal Fintech Innovation Showcase: Decoding Data – Unlocking Value
Please note a BrightTALK account is needed to view this. An account can be set up here.
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Financial Recovery Technologies
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Genesis Global
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Meradia
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PureFacts
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Rimes
Resources
- CIBC Mellon Canadian Asset Owner Study 2023 - 2024 – Rising Pressure (PDF)
- View study
- CIBC Mellon Banks and Insurance Operations Study - The Operating Edge (PDF)
- View study
- CIBC Mellon x Microsoft Technology and Innovation Showcase Summary (PDF)
- View summary
Connect with CIBC Mellon
InvestOps 2025 CIBC Mellon attendees

Mal Cullen
Chief Executive Officer

Richard Anton
Chief Client Officer

Catherine Thrasher
Chief Operations Officer

Shane Kuros
Chief Commercial Officer

Joe Lacopo
Vice President, Asset Manager Segment Head, Client Management

Nick Petruccelli
Executive Director, Business Development

Alistair Almeida
Executive Director, Business Development
This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.
About CIBC Mellon
CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services.
As at December 31, 2024, CIBC Mellon had more than C$3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY network, which as at December 31, 2024 had US$52.1 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company.
For more information – including CIBC Mellon's latest knowledge leadership on issues relevant to institutional investors active in Canada – visit www.cibcmellon.com