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Insights

Canoe Intelligence Product Update – June 2020

A Note from the CEO Since our last product update, we’ve continued to make great strides in improving system performance and developing...

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Employee Spotlight: Tim Loughrey, Director of Sales & Partnerships

As Director of Sales & Partnerships, Tim Loughrey, is responsible for growing our business by bringing on new clients and building strategic...

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Employee Spotlight: Tina Ji, Full Stack Engineer

As a Full Stack Developer, Tina Ji, is responsible for developing and implementing front and back-end-related product features and designing and developing...

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[Video Replay] Family Office Fintech Summit Interview with Seth Brotman

Generic Tools = Few Gains: Why Alternatives Investors Need Purpose-Built Technology In this 15 minute session, Canoe’s CEO, Seth Brotman, is interviewed...

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Unlocking Efficiencies: Extracting Data from Documents with Multiple Allocations

At the beginning of April, we released Multi-Allocation Extraction for all users. Now, Canoe users can extract relevant data points from reporting...

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Employee Spotlight: Kyle Rooney, Client Success Associate

As a Client Success Associate, Kyle Rooney is responsible for onboarding new clients by providing support, training, advocacy and relationship management. Prior...

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The Canoe Optimized Workflow

Step 5: Data Delivery

This article is part five of a five part series covering each aspect of the Canoe Optimized Workflow. The Canoe Optimized Workflow...

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The Canoe Optimized Workflow

Step 4: Data Validation

This article is part four of a five part series covering each aspect of the Canoe Optimized Workflow. The Canoe Optimized Workflow...

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The Canoe Optimized Workflow

Step 3: Data Extraction

This article is part three of a five part series covering each aspect of the Canoe Optimized Workflow. The Canoe Optimized Workflow...

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The Canoe Optimized Workflow

Step 2: Document Categorization

This article is part two of a five part series covering each aspect of the Canoe Optimized Workflow. The Canoe Optimized Workflow...

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