Sign In

Melinda Jacobs

Global Product Marketing leader, author and advisor/investor

Melinda Jacobs is a professional with a background in Wealth Management and Capital Markets. She graduated with a BA (Hons) from the University of Toronto - University of Trinity College. Currently, Melinda holds the position of Head of Wealth Management and Capital Markets at Borealis AI, part of the RBC Institute for Research.

Highlights

Aug 9 · linkedin

Looking forward to joining colleagues, industry friends, and global policy makers at the Wyoming Blockchain Symposium! The Tetons should be a spectacular backdrop to discuss key regulatory issues impacting safe, secure and reliable access to crypto markets for investors of all types.

Aug 7 · linkedin

A lot of folks saw my last post, so I'm following up! Last time I talked about the several business weeks (weeks!) it took me to open business investment accounts at a major Canadian bank. Why the friction and delays?

  • KYC and digital identity: I was asked to show my incorporation documents and multiple pieces of personal ID that needed to be manually reviewed, despite already having chequing and savings accounts linking to my personal identity and the firm's ownership structure.

  • Failure to use e-signatures and other readily available technology: I had to go in to a specific branch to meet an advisor to sign over nine times. Notably it took me 2x longer to get to and from this office than to sign all the docs. Not only #archaic but also frankly, annoying.

  • Loyalty and incentives to innovate: Many, many Canadians prefer to stick to the Big 6 versus trying challengers. I guess I'm one of them. That means many of us settle for subpar digital services to limit the number of accounts we have to monitor, secure, and report on.

This just demonstrates how much productivity is wasted when industry fails to take best advantage of the tools at their disposal. And business owners are #payingforit

Related Questions

What are Melinda Jacobs' main responsibilities at Kraken Institutional and Kraken Pro?
How did Melinda Jacobs transition from Mindstone to Kraken Digital Asset Exchange?
What is Melinda Jacobs' background in digital ethics and gamification?
What projects has Melinda Jacobs led at Kraken?
How has Melinda Jacobs' experience in gamification influenced her work at Kraken?
Melinda Jacobs
Melinda Jacobs, photo 1
Melinda Jacobs, photo 2
Add to my network

Location

Montreal, Quebec, Canada