Canaccord Genuity

Canaccord Genuity gets smart about money management

Canaccord Genuity revolves around making sure its clients get the most out of their investments. Managing money is the heart of the business. At the same time, some fundamental internal finance functions – namely invoicing and expense management – had been less-than-efficient at the investment firm.

With various locations and 900 staff across Canada, the accounts payable team – centralized in Vancouver – has to manage a large volume of administrative work. The team was looking for a cloud-based solution that could scale with their needs as they grew and went beyond stand-alone accounts payable software – SAP Concur ultimately stood out from the pack.

“We’re a leading financial services firm, so we wanted to partner with a technology company that’s leading in their field, too.” – Romeeta Bains, Manager, Accounts Payable, Canaccord Genuity






Vancouver, British Columbia


Concur Expense
Concur Invoice
Concur Travel

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