Post Merger Upsell Patersons Securities has joined Canaccord Genuity, forming a combined force in capital markets, wealth management and stockbroking. This creates a ready cross sell opportunity to introduce Canaccord Genuity’s platform, research, and advisory services to Patersons’ clients, leveraging CG’s network to accelerate revenue growth.

Tech Stack Modernization The firm’s tech stack includes Highcharts, jQuery, UIKit, .NET and monitoring and analytics tools such as New Relic and Google Analytics, signaling opportunities for modernization, platform integration, enhanced security, and expanded observability to improve client reporting and trading workflows.

CG Network Sell As part of Canaccord Genuity, there is a built in channel to sell capital markets, wealth management and stockbroking technology and services to CG’s broader client base, enabling targeted pitches to mid market financial services firms with similar profiles.

Regional Growth WA Headquartered in Perth with a mid size team, Patersons sits to expand within Western Australia and adjacent markets, offering advisory, brokerage and wealth services to regional clients with potential emphasis on mining and resources sectors leveraging Canaccord’s national platform.

Data Analytics Demand The focus on analytics and client facing dashboards and reporting signals opportunities for enhanced reporting, performance analytics, regulatory reporting, and data integration services that improve client value and retention.