Toronto, ON – September 26, 2018 – The Canadian wealth management industry has a large financial advisor base. These advisors are continuously targeted by the industry, so getting and keeping their engagement is challenging. CI Financial is an independent Canadian investment company that proudly partners with financial advisors across Canada. CI has recognized that providing timely content in a variety of formats including webinars with continuing education (CE) accreditation has been a winning strategy for advisor engagement.

In Q1 2018 CI’s provider of webinars gave notice that it could no longer support advisor-specific webinars with embedded CE, providing the catalyst for CI to look elsewhere. In the re-evaluation process three objectives became clear. The needs to consolidate onto one platform across the firm, streamlining CE administration and integrating with Salesforce.

CI is a large firm with both manufacturing via CI Investments and distribution through Assante. And with recent acquisitions including Sentry and First Asset, there are multiple departments with various webinar requirements. Getting everyone on same platform would provide cost and operational efficiency. To meet this need The Streaming Network’s (TSN) provided a one platform solution with Elite, a fully cloud-based webinar tool. Using a parent and child account structure, pricing and service was standardized across the firm. Training and webinar templates were also standardized so that webinars are faster to clone and produce and various departments can cross-share platform experiences.

Toronto, ON – May 1, 2017 – Momentum Conferencing has entered into an agreement to be merged with the Wish Group owned businesses The Streaming Network and Evolve Collaboration.

This merger produces one of the largest private collaboration companies in Canada, which will yield important benefits for suppliers, vendors, partners, and customers. Frank Cianciulli, Chairman and CEO of Wish Group, and Steve Niven, Chairman and CEO of Momentum Conferencing, have partnered together to ensure this merger will move forward successfully.

“We’re finally bringing together three of Canada’s most distinguished collaboration companies to form one truly national powerhouse,” said Frank Cianciulli, Chairman and CEO of Wish Group. “What I’m most excited about is our combined vision to be a best-in-class provider backed by our experienced, passionate and talented team.”

Momentum Conferencing will keep its existing name and brand as it continues to operate as a standalone brand alongside The Streaming Network and Evolve Collaboration in the Wish Group portfolio. Wish Group has a proven track record of successful acquisitions, and will ensure there is continuity for the business and relationships throughout the merging process.

“Overall, the merging of the companies provides us with the opportunity to move to the next level,” said Steve Niven, Chairman and CEO of Momentum Conferencing. “Bringing these three companies together will only provide extra benefits for our clients.”