Laurence Lubin

• As the President and Founder of BlueRush, I have led the company since its inception, following a successful 2.5-year project with CIBC and the launch of the Financial HealthCheck. BlueRush was established with a clear mission: to deliver innovative digital solutions to financial services and life sciences organizations.
• Under my leadership ,BlueRush gained a reputation for its exceptional ability to conceive, develop, and implement cutting-edge digital solutions for numerous prominent organizations in Canada and the USA. The company has received numerous industry awards for its clients, including major banks, pharmaceutical companies, and large financial software organizations.
• BlueRush introduced groundbreaking products such as SmartAdvisor (later sold to Broadridge) and INDIVIDEO, a video engagement platform. In 2017, I initiated the appointment of a new CEO and board of directors and secured venture capital firms to support the growth of the software-as-a-service (SaaS) segment of the business.

• I played a strategic and pivotal role in leading the strategy, design, development, and implementation of the CIBC Financial Health Check program. This comprehensive program adopted an omni-channel approach to gather accurate customer information, with the core belief that understanding customer needs and preferences leads to increased product sales.
• Over the course of several years, the bank successfully completed more than 2 million Health Checks with customers. The project's anticipated cost recovery period of 18 months was surpassed, as we achieved full cost recovery in less than 6 months.
• My contributions to the CIBC Financial Health Check program demonstrated my ability to drive successful initiatives that directly impacted customer engagement, product sales, and cost efficiency.

• As the founder and CEO of Fitech, I established the company as a leading provider of financial technology strategy, design, and development services. Fitech acted as a representative for several US-based firms seeking to expand their client base in Canada.
• Under my leadership, Fitech successfully built and deployed numerous pioneering web-based financial calculators across various domains, including savings and deposits, loans and mortgages, wealth management, and insurance. These calculators were adopted by major banks, wealth management firms, and insurance companies, enhancing their digital capabilities and customer experience.
• Recognizing the importance of expertise and skill development, Fitech collaborated with a US-based training firm to provide comprehensive training programs to bank advisors within our client banks. This initiative further strengthened the financial knowledge and advisory capabilities of the banking professionals we served.
• Fitech's accomplishments did not go unnoticed, as the company underwent several acquisitions. Firstly, Fitech was acquired by Ezenet, followed by subsequent acquisitions by Cognicase and CGI. These transitions further solidified Fitech's position as a trusted and influential player in the financial technology sector.

• During my tenure as Vice President of Marketing at Footprint Software, I played a pivotal role in driving the company's growth amidst the software revolution of the 1990s. Footprint Software specialized in providing cutting-edge solutions for the distribution of wealth products and retirement plans within the banking industry.
• As the leader of the marketing team, I successfully built the Footprint Software brand from the ground up. I established our go-to-market strategy, which involved targeted sales calls and active participation in conferences where I also had the opportunity to speak as an industry expert. These efforts contributed significantly to increasing our market presence and driving business growth.
• Furthermore, as a member of the management team, I played an instrumental role in overseeing the successful sale of Footprint Software to IBM in 1995. This milestone served as a testament to the company's achievements and the value we had created.
• My time at Footprint Software showcased my ability to lead a team, develop impactful marketing strategies, and drive successful business outcomes in a dynamic and rapidly evolving software landscape.

• As the Manager of Corporate Trust and Stock Transfer at National Trust, I led a team of 24 professionals based in Montreal, Quebec, responsible for overseeing all aspects of both Corporate Trust and Stock Transfer operations.
• In my role, I represented National Trust as the head of Stock Transfer for prominent companies in Canada, actively participating in public meetings and engaging with key stakeholders. This position allowed me to establish strong relationships and contribute to the growth and success of our clients.
• Under my leadership, the department experienced remarkable expansion, achieving consistent year-over-year growth of over 20%. This growth was driven by strategic initiatives that increased assets under management (AUM) on the Corporate Trust side, as well as the acquisition of new stock transfer clients.

Following the successful completion of my MBA at the University of Miami, I joined Wolper Ross & Co, a firm specializing in pension administration services. This opportunity allowed me to gain in-depth knowledge of retirement plans and their administration in the United States.

At Wolper Ross & Co, I played a pivotal role in managing the record-keeping of pension plans for lawyers from prominent law firms across the country. This involved utilizing innovative record-keeping systems that were among the first of their kind in the industry. By effectively managing these systems, we ensured accurate and efficient administration of pension plans for our esteemed clients.

During my tenure at Wolper Ross & Co, I honed my expertise in retirement plan administration and gained a deep understanding of the legal industry's specific requirements. This experience allowed me to deliver exceptional service and support to our clients, contributing to their financial well-being and peace of mind.

My time at Wolper Ross & Co demonstrated my ability to navigate complex pension administration systems, offer tailored insurance solutions, and deliver outstanding customer service within the legal sector.