AI Leadership Driven by AI leadership from Armando Benitez, CDAO and Head of AI, and the appointment of François Trahan as chief investment strategist, BMO Capital Markets signals a strong need for AI-enabled analytics, data platforms, and advanced investment research tools.

Global Conferences The firm actively hosts and participates in major events such as the Global Metals, Mining & Critical Minerals Conference, presenting opportunities to provide event technology, sponsorship analytics, investor communications platforms, and lead generation services.

Private Credit Growth Oak Hill Advisors’ private credit joint venture highlights appetite for structured finance and lending initiatives, offering openings for origination platforms, credit analytics, loan servicing solutions, and risk monitoring tools.

Martech Readiness A robust digital marketing stack including analytics, tag management, and advertising tools indicates openness to marketing technology modernization, enabling upsell of advanced analytics, data governance, privacy/compliance, and marketing automation solutions.

Global Footprint As part of BMO Financial Group with a wide North American to global presence serving corporate, institutional and government clients, opportunities exist to cross-sell treasury and cash management, FX risk management, cross-border payments, and enterprise risk platforms.