Plan the data workflow before the integration
Target-market definition
Quantify and segment the relevant market by province, firm type, location, role and registration category before committing product and go-to-market resources.
Account enrichment
Add normalized firm relationships, professional context and defined business fields where available and permitted to support routing, onboarding or account research.
Product integration planning
Review identifiers, schemas, match logic and field-level provenance with the intended workflow before selecting files or API delivery.
Rights-aware delivery
License defined fields through controlled files or APIs under a separate agreement. Downstream display, redistribution, model use, AI training and embedding require specific written rights.
Worked example: evaluating an account-enrichment feature
A wealthtech team wants to route Canadian business accounts by dealer and province. It first evaluates a controlled sample, documents the fields and match behavior, and separates internal enrichment from any customer-facing display. The teams then define delivery, permitted use, retention and required downstream rights in a separate agreement.
Fintech data FAQs
Can we use the data inside our product?
Only where the applicable agreement grants the specific embedding or downstream rights. Internal-use access does not imply product-display rights.
Is an API always the right delivery method?
No. A scoped file may be better for periodic analysis or enrichment, while an API may suit approved application workflows.
Are all fields available for all professionals?
No. Availability varies by source, professional, geography and permitted use.
Can SIE Atlas help define a market?
Yes. Firm, province, location, role and registration context can support market sizing and account segmentation without implying regulatory approval.
How is current registration confirmed?
Use the appropriate regulator, including the CSA National Registration Search where applicable, for authoritative current verification.