Building Stronger Financial Futures Together
Our partner network spans financial institutions, educational organizations, and technology providers who share our commitment to accessible financial analysis and informed decision-making. We connect people with the tools and insights they need to understand their financial position clearly.
Why Organizations Choose to Partner With Us
We work with institutions that recognize the value of transparent financial analysis. Our partners range from community credit unions to regional accounting firms, each bringing unique expertise to the table.
The partnerships we form aren't just about expanding reach. They're about creating meaningful connections between financial data and the people who need to understand it. When a local bank partners with us, their clients gain access to analysis tools that make sense of complex statements and reports.
One partner told us recently that their members finally felt confident reviewing quarterly statements after using our analysis framework. That kind of feedback keeps us going.
Meet Some of Our Partnership Leads
Elowen Kirkpatrick
Partnership DirectorElowen coordinates with financial institutions across Ontario, helping them integrate our analysis tools into their client services. She spent fifteen years in community banking before joining our team in early 2024.
Thessaly Dempster
Program CoordinatorThessaly manages our educational partnerships with colleges and training centers. She develops curriculum support materials that help instructors teach financial analysis concepts effectively to adult learners.
Sybil Ravenswood
Tech IntegrationSybil works directly with partner IT teams to ensure smooth implementation of our platforms. Her background in fintech startups gives her a practical understanding of what actually works in real banking environments.
How Partnership Development Works
Initial Assessment
We start by understanding what your organization actually needs. Not what we think you should need, but what would genuinely help your clients or members understand their financial data better.
Custom Integration Planning
Every partner has different systems and workflows. We map out how our analysis tools can fit into your existing processes without disrupting what already works well for you.
Training and Support Setup
Your team gets hands-on training with our tools and direct access to our support staff. We've found that ongoing communication prevents most implementation headaches down the road.
Ongoing Refinement
Partnership doesn't end at launch. We check in regularly to see what's working and what isn't, adjusting our approach based on real feedback from your staff and clients.
Interested in exploring a partnership for your organization?
Start a ConversationWhat Our Current Partners Experience
Practical Implementation Support
Partners often tell us the most valuable aspect is having someone who actually answers the phone when questions come up. Our team responds to partner inquiries within a few hours, not days. When a credit union in Thunder Bay needed help adjusting report templates for their specific membership base, we had custom versions ready within the week.
Resource Sharing That Makes Sense
We provide educational materials that partners can use directly with their clients or adapt for their own needs. These aren't generic brochures but practical guides based on common questions we hear from everyday people trying to understand financial statements and analysis reports.
Regional Focus
Most of our partners operate in Ontario and surrounding regions, allowing us to provide in-person support when needed.
Flexible Terms
Partnership agreements adapt to your organization's size and needs, with options for pilot programs before full commitment.