About Paul Brandner
Industry: Fintech
Use Case: Content Sharing, Exclusive Sales
Effect: Secure content sharing and a bespoke customer experience
Hi, Paul! Can you tell us a little bit about yourself?
I have more than 20 years of marketing experience under my belt and have worked with both branding and identity. During the last 10 years I’ve focused on financial technology, including mobile payments, AI, conversational AI and more recently open banking.
Could you walk us through what you and your company do?
In Canada alone there are thousands of fintechs, in the United States there are maybe 10 times more than that. So there are a lot of fintechs that want access to end users’ financial data, they want to know how long these people have had their accounts and what standing they have in their banking.
We help connect a bank directly to fintech companies that want to provide services to these everyday user, and create a very secure way for a company to get data from the bank without keeping the data or really even seeing it. We do what’s called Point-to-Point, which is the next generation of open banking that’s a lot more secure than the aggregator style of open banking.
Interesting! Where does SP CE fit into your business model?
The idea we have of SP_CE is to be able to bring a financial institution, a customer or potential customer behind something that’s almost like a firewall, a place where we can have information that the public wouldn’t have access to, that competitors shouldn’t have access to. Whether we call it a Space or a Salesroom or a Portal, we can offer them a completely different, bespoke experience, allowing us to bring a potential client or even a bunch of potential clients in at once.
Say, for example, that we want to host a webinar for credit unions, but we don’t want that webinar to be public knowledge. With SP_CE, they can come into a safe place where they can find resources, get a bespoke experience that’s tailored for that exact audience and watch the webinar.

Tell us about your view on control and security
We’re heavy on PowerPoint presentations and how we send that message out to people, but there is an issue of people sharing our PowerPoints. We have no control over who shares it once it’s gone out, so we have to be careful about what we say.
The thing our presentations lacked was a secure place to chat and store resources. And I really feel like SP_CE is a perfect tool for telling a story and drawing people into that story. So we have certain files and attachments that we can put in our space and that no one but our client can access. They feel special when we do that.
The other side of things is the security. As you can imagine, this is very important to us. And there were settings in SP_CE that let us set a very high security level. We can invite people and they have to go through a certain process when logging in, we can grant access to people and revoke it. This was very important to our technical team.
How has your experience been working with SP CE?
So far it’s been amazing. If we have any questions or issues, someone is always quick to get back to us or jump on a call. That’s been fantastic with you guys.
Recently, a question came up when we were inviting 90 people to a webinar and wanted a certain Call-to-Action at the end. So I chatted with you and said that it’d be great to have a form. It wasn’t available from the start, but then I spoke to you and there was a very easy and clever fix that meant integrating with one of the tools we have. That was fantastic.
Another thing is that you’re constantly updating your feature set and tools. We’ve been working with SP_CE for around 7 months and I’ve noticed that there are these continuous iterations and updates, so we constantly get new feature sets. So it’s a very dynamic tool.