About
Experience & Education
Licenses & Certifications
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BoardMatch Leaders Program
Altruvest Charitable Services
Issued
Publications
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Navigating Uncharted Waters: A roadmap to responsible innovation with AI in financial services [Subject Matter Expert Contributor]
World Economic Forum
See publication
Explores the five key areas of concern for use of AI in financial services, how they can be addressed through new governance and oversight frameworks, and ultimately maps out how the financial system can reap the benefits of AI while effectively navigating the risks it introduces, leading to improved outcomes for customers, regulators, institutions, and societies at large. -
Canadian NFC Mobile Payments Reference Model [Subject Matter Expert Contributor]
Payments Canada
See publication
Blueprint for how mobile payment capabilities can be offered in the Canadian market, including guidelines around how information is exchanged among parties to a transaction such as financial institutions, payment card companies, telecommunications companies and merchants.
Honors & Awards
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Innovator of the Year
American Banker
https://www.americanbanker.com/news/from-fintech-founder-to-bank-innovator-peter-poon-at-bmo
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Most Innovative Companies in the World - Personal Finance
Fast Company
https://www.fastcompany.com/91114517/a-big-bank-thinks-small-and-fast
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Digital CX Award for Best Technology Implementation
Digital Banker
https://newsroom.bmo.com/2024-05-06-BMOs-Digital-Tools-Recognized-for-Innovation-and-Customer-Experience-with-Two-2024-Digital-CX-Awards
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Best Customer Experience Initiative for Payments
Bank Technology
https://informaconnect.com/banking-tech-awards/2023-winners-highly-commended/
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Best Digital Banking Initiative
Digital Banker
https://thedigitalbanker.com/awards/global-retail-banking-innovation-awards/
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Outstanding IT Transformation by a Retail Bank
Digital Banker
https://thedigitalbanker.com/awards/global-retail-banking-innovation-awards/
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Celent Model Bank Award for Customer Financial Resilience
Celent Research
https://newsroom.bmo.com/2023-04-05-BMO-Recognized-for-Digital-Banking-Leadership-with-Two-Celent-Model-Bank-Awards
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Celent Model Bank Award for Retail Digital Banking Transformation
Celent Research
https://newsroom.bmo.com/2023-04-05-BMO-Recognized-for-Digital-Banking-Leadership-with-Two-Celent-Model-Bank-Awards
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Overall Leader - Forrester Digital Experience Benchmark for Canadian Mobile Banking Apps
Forrester Research
https://newsroom.bmo.com/2022-10-19-BMO-Recognized-as-Overall-Leader-in-Canadian-Mobile-Banking-Apps-Digital-Experience-Review-TM
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Best Fintech Accelerator and Incubator
Finovate
https://newsroom.bmo.com/2022-09-29-BMO-Recognized-for-Best-Fintech-Accelerator-and-Incubator-at-2022-Finovate-Awards
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First place - Canada Mobile Banking Emerging Features Benchmark
Insider Intelligence
https://about.bmo.com/blog/bmo-ranked-first-in-the-insider-intelligence-canada-mobile-banking-emerging-features-benchmark-2022/
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Global Innovation Award - Innovation in Environmental, Social and Governance (Finalist)
BAI
https://www.businesswire.com/news/home/20211109005488/en/BAI-Announces-2021-Global-Innovation-Award-Finalists
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Innovation Leader Award
Business Intelligence Group
https://newsroom.bmo.com/2021-01-18-BMO-Recognized-with-2021-BIG-Innovation-Awards-for-Digital-Leadership
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Innovative Product Award
Business Intelligence Group
https://newsroom.bmo.com/2021-01-18-BMO-Recognized-with-2021-BIG-Innovation-Awards-for-Digital-Leadership
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Best Use of AI/ML (Finalist)
Finovate
https://finovate.com/finalists-announced-for-the-finovate-awards/
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AI Excellence Award
Business Intelligence Group
https://www.newswire.ca/news-releases/bmo-wins-2020-artificial-intelligence-excellence-award-874007115.html
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Honouree for Voice: Productivity
Webby Awards
https://winners.webbyawards.com/winners/apps-mobile-and-voice/general-voice/productivity-voice
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BAI Global Innovation Award, Customer Experience Innovation
BAI
https://newsroom.bmo.com/2021-03-10-BMO-Recognized-with-Two-Awards-for-Digital-Innovation
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Celent Model Bank Award for Financial Wellness
Celent Research
https://newsroom.bmo.com/2021-03-10-BMO-Recognized-with-Two-Awards-for-Digital-Innovation
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Banking Technology Award - Fintech for Good
Banking Technology
https://awards.bankingtech.com/categoriespt/judged-awards-winners/
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Customer Insight & Growth Banking Awards - Innovation (Bronze)
EFMA
https://www.efma.com/article/detail/31912
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Canada’s 50 Most Innovative Workplaces
Elevated Awards
https://www.theelevatedawards.com
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Celent Model Bank Award for Innovation Enablement
Celent Research
https://www.celent.com/insights/891341551
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Top Digital Innovation Award
Banking Technology Awards
https://www.newswire.ca/news-releases/bmo-wins-top-digital-innovation-award-at-2018-banking-technology-awards-886489377.html
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Gartner Eye on Innovation Award for Financial Services
Gartner Research
https://www.newswire.ca/news-releases/bmo-bank-of-montreal-wins-2018-gartner-eye-on-innovation-award-for-financial-services-in-the-americas-698531421.html
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Celent Model Digital Bank Award
Celent Research
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BMO North American Channels Leadership Award
BMO
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BMO Best of the Best Award
BMO
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BMO Technology & Operations Award of Excellence
BMO
Organizations
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Qorus (EFMA) Banking Innovation Awards
Jury Member
- Present -
Forrester Digital Banking Expert Panel
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Fiserv Digital Banking Executive Council
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