Sunday, March 26, 2023

Loopio Announces the Addition of Neetu Toor as First General Counsel

Neetu Toor's appointment comes as Loopio enters its next stage of growth

Loopio, the leading response management software company, announced today that it has named Neetu Toor as its first General Counsel, effective February 27, 2023. Toor joins Loopio on the heels of a milestone year for the company, expanding its customer base to over 1,400 world-leading organizations.

Most recently serving as Senior Director of Legal Services and acting Data Privacy Officer at Caseware International Inc., Toor brings 10 years of senior legal experience to the company, specializing in providing counsel and leadership to high-growth private technology companies. She offers a stellar track record of advising management on matters including corporate and commercial transitions, litigation, corporate governance, and regulatory and compliance. 

"Neetu is an incredibly talented attorney, and her proven experience providing counsel to fast-growing companies makes her a great addition to the Loopio team," says Stephanie Ratza, Chief Financial Officer (CFO) of Loopio. "Her strategic thinking and progressive legal leadership will be instrumental to driving results for the company as we scale the business and build on the strong foundation that's been established." 

In this role, Toor will lead and help scale the company's legal function and provide legal counsel across all matters related to Loopio's business, ethics and compliance, data privacy governance, and enterprise risk management. 

"I am excited and honored to join the Loopio team as its first General Counsel," says Toor. "The company's employee-first culture and the opportunity to play a part in the next stage of growth was an incredibly appealing combination, and I look forward to building on its strong momentum into 2023 and beyond." 

The company has significantly bolstered its leadership team since 2020, with the addition of Greg Elliott as Vice President (VP) of Customer ExperienceRick Smolen as Senior Vice President (SVP) of SalesRatza as CFOBobbi Alexandrova as SVP of Software Development, and the promotion of Justin Peimani to VP of Strategic Partnerships

About Loopio

Loopio's response management platform helps companies streamline their response process for RFPs, DDQs, Security Questionnaires, and any sales request that comes their way. Currently serving over 1,400 companies globally at world-leading organizations, Loopio enables sales and proposal teams to respond faster, improve response accuracy, and win more business.

Founded in 2014, Loopio is one of Canada's fastest-growing technology scale-ups. It has been listed as one of the fastest-growing companies on the Deloitte Technology Fast 50™ list for four consecutive years, and it has consistently been named one of Canada's Top Small & Medium Employers. In 2021, Loopio raised a $200M strategic investment from Sumeru Equity Partners to fuel its next stage of growth. 

To learn more about Loopio, visit and follow the company on LinkedIn.

Contact Information:
Sara Stratton
Senior Brand Communications Manager
[email protected]

Original Source: Loopio Announces the Addition of Neetu Toor as First General Counsel
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Process Automation Leader REQUORDIT Announcing Finexio’s CEO Keynote Participation at REQUORDIT SUMMIT & TRAINING EVENT

REQUORDIT enhances its cloud-based solutions, services, and technology offering with Automated Accounts Payable Solutions

REQUORDIT, one of the global leaders in Enterprise Content Management, and Finexio, the fast-growing digital Accounts Payable (AP) payments-as-a-service company, are thrilled to announce the participation of Ernest Rolfson, CEO and Founder of Finexio, as a featured keynote speaker at the upcoming REQUORDIT Summit & Training Event from April 25th to the 27th. 

This remarkable keynote will focus on the economic outlook for 2023 and trends, taking advantage of Ernest's vast expertise in the industry. This collaboration comes as one of many efforts to strengthen and celebrate REQUORDIT & Finexio's strategic partnership that expands REQUORDIT's process automation offerings to include an end-to-end payment solution that simplifies and optimizes business-to-business (B2B) payments.   

Enabled directly by Finexio's B2B payment technology, REQUORDIT has added CloudPAYit to its suite of business maximization solutions. CloudPAYit provides a streamlined AP payment experience, delivering customers a process that includes best-in-class OCR technology to capture documents with accuracy, freedom from manual indexing, automated workflow, and automated payments that will also free customers from time-consuming tasks like having to print checks. This end-to-end solution is a fully integrated, streamlined AP payment experience covering a wide variety of payment types and channels, including ACH, wire, virtual card, and paper checks.  

"Ernest is a thought leader in the payments space and has a vast background. We are very excited to have him speaking at our Summit this year. I am 100% sure it will be a thought-provoking and engaging conversation," says Mark Buckley, CEO of REQUORDIT. 

"REQUORDIT is a wonderful integrated software partner of Finexio that has demonstrated a deep commitment to improving the lives of their customers with powerful, accurate, cost-saving automation," said Ernest Rolfson, CEO and Founder, Finexio. Added Rolfson, "I'm excited to speak at the Summit where I will discuss the developing global macro environment, share thoughts on the economic cycle and its impact on business, and opine on technology and financial opportunities that make sense in the current reality." 

With respect to the payment lifecycle, Finexio's integrated payment solution also offers CloudPAYit customers white glove supplier enablement, fraud and risk detection, payment-specific strategic account relationship management, payment operations and settlement support, and payments and banking data security capabilities. 

About REQUORDIT: Maximize Human Potential Through Process Automation 

REQUORDIT empowers digital transformation by connecting with people, processes, and information. It has 10+ years of experience working as a technology advocate for various industries with a unique focus on the construction industry, providing easy-to-use solutions that increase efficiency via software automation. REQUORDIT offers an extended variety of on-premises and cloud-based solutions, services, and technologies with an emphasis on AP invoice process automation, OCR capture, automated AP payments, document management, business process automation, and records management. Find them at and register here for the 2023 REQUORDIT Summit. 

About Finexio 

Finexio is the leading AP payments-as-a-service company focused on providing end-to-end payment capabilities embedded within procurement, AP software platforms, and financial institutions. This embedded electronic payments solution represents a powerful disruption to traditional, disjointed manual-based AP processes. Finexio's modern, efficient service model, robust API, SSO capabilities, and total payment solutions translate to high-margin revenue streams and a strong competitive position for partners. Learn more about Finexio at or follow them on LinkedIn

Contact Information:
Nancy Morales
Lead Marketing Strategist
[email protected]
312-332-9200 x314

Patrick Edmonds
Chief Marketing Officer
[email protected]

Original Source: Process Automation Leader REQUORDIT Announcing Finexio's CEO Keynote Participation at REQUORDIT SUMMIT & TRAINING EVENT
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