Invested in Canada

Connecting with Clients at InvestOps USA 2026

As Canada’s leader in asset servicing, we are looking forward to connecting with institutional investment servicing clients and prospects from across North America at InvestOps USA, booth #71, March 10-11, 2026, showcasing the strength of our technology-driven solutions, high-quality service and local Canadian market knowledge.

Our industry recognizes the imperative to optimize operations and processes to remain competitive in the rapidly evolving digital landscape and advancements are being implemented in practice by Canadian institutional investors and their technology and service allies.

The following resources are included for CIBC Mellon’s clients and prospective institutional investors into Canada to offer an understanding of some of the key themes that we are exploring.

If you would like to learn more or participate at one of our future events, please speak with your CIBC Mellon Client Management contact or email us at cibcmellon@cibcmellon.com.

Resources

Intelligence and Reconciliation Optimization in Investment Operations

In this joint paper, Catherine Thrasher, Chief Operations Officer, CIBC Mellon, James Maxfield, Chief Product Officer, Duco, and Joy Santosh, Chief Operations Officer, North America, ActiveOps, examine how financial institutions can improve automation outcomes through a measurement-led approach to operational design.

Drawing on practical experience within investment operations, the paper explores how decision intelligence and reconciliation technologies were applied to identify operational friction, prioritize automation opportunities and measure outcomes following implementation.

The analysis offers practical insights for institutional investors seeking to move beyond fragmented automation initiatives toward operating models that are more scalable, transparent and resilient.
Asset Servicing Times: Technological Shift
Rich Anton, Chief Client Officer at CIBC Mellon, looks at agentic AI, connected workflows, and the future of operational insight.
Navigating the Automation Edge: A Human-centric Approach to Hyper-automation in Asset Servicing
This article discusses how the financial services industry can embrace advanced automation and AI in a way that empowers people to focus on higher-value work and client relationships.
Balancing Efficiency and Innovation
This article explores how institutions can simultaneously simplify legacy infrastructure and implement advanced capabilities to support modern demands. Drawing from real-world client engagements, the article outlines how organizations can balance operational consolidation with innovation.
Excerpts from “Agents of Change: Preparing Financial Operations for the Next Generation of AI” panel at Sibos featuring Richard Anton and Duco’s James Maxfield
This podcast episode looks at how agentic AI is beginning to reshape operational models across financial services, accelerating the way teams interpret information. It focuses on workflow connectivity and the shift from isolated tasks to end-to-end processes.
Excerpt from “Ops Game Changers Podcast” – Richard Anton’s guest appearance
On the Ops Game Changers podcast, Richard Anton, Chief Client Officer at CIBC Mellon, joins Bhavesh Vaghela of ActiveOps to discuss how CIBC Mellon has transformed its operations - moving away from legacy processes toward a more agile, data-driven model rooted in culture and client-centricity.

Connect with CIBC Mellon

InvestOps 2026 CIBC Mellon attendees

Mal Cullen

Chief Executive Officer, CIBC Mellon

Richard Anton

Chief Client Officer, CIBC Mellon

Shane Kuros

Chief Commercial Officer, CIBC Mellon

Catherine Thrasher

Chief Operations Officer, CIBC Mellon

Alastair Angus

Chief Information Officer, CIBC Mellon

Joe Lacopo

Vice President, Asset Manager Segment Head, Client Management, CIBC Mellon

Cynthia Shaw-Pereira

Vice President, Head of Asset Owner Segment, CIBC Mellon

Nick Petruccelli

Vice President, Business Development, CIBC Mellon

This article is provided for general information purposes only and CIBC Mellon and its affiliates make no representations or warranties as to its accuracy or completeness, nor do any of them take any responsibility for third parties to which reference may be made. This article should not be regarded as legal, accounting, investment, financial or other professional advice nor is it intended for such use.

About CIBC Mellon

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services.

As at December 31, 2025, CIBC Mellon had more than C$3.4 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY network, which as at December 31, 2025 had US$59.3 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company.