About URTM

URTM Solutions Inc.

Founded in 2021 in Toronto, Canada, URTM (“Your Team”) is a women-led company delivering enterprise-grade automation and business intelligence. Our platform streamlines data standardization, financial planning, and operational workflows by integrating and optimizing complex processes — transforming fragmented data into secure, real-time insights that drive clarity, efficiency, and scale.

About URTM

Our Mission

URTM Solutions empowers businesses with AI-driven automation, streamlining financial planning, business intelligence, and process optimization. We simplify complex workflows, transforming outdated, manual processes into fully automated, data-driven solutions that enhance efficiency, accuracy, and scalability.

About URTM

Our Vision

URTM is building the future of business automation—eliminating inefficiencies, standardizing data, and delivering intelligent, real-time insights that drive smarter decision-making. As we scale across industries and geographies, our commitment to innovation and customer success ensures that businesses stay ahead in a rapidly evolving market.

About URTM

Our Solutions

Trusted by Fortune 500 enterprises and clients across industries such as Insurance, Wealth Management, Law, Healthcare, and Technology, URTM Solutions delivers enterprise-grade automation and business intelligence designed to reduce costs, accelerate decision-making, and scale with confidence.

Our Focus
5
Our Focus

Simplify Operations

Eliminate inefficiencies at the root with intelligent process automation.
Our Focus
5
Our Focus

Enhance Productivity

Empower teams to spend less time on admin and more time on impact.
Our Focus
5
Our Focus

Standardize Workflows

Unify processes that improve compliance, accuracy, and collaboration.
Our Focus
5
Our Focus

Lower Cost

Unlock the value of a full finance operations team at a fraction of the cost.
Our Focus
5
Our Focus

Improve Quality & Predictability

Provide leadership with reliable, real-time insights for confident decision-making.
URTM Unique Advantage
“Systems permit ordinary people to achieve extraordinary results predictably.”
– Michel Gerber
About URTM

Meet Our Leaders

URTM Solutions is led by a leadership team with deep expertise in finance, technology, and design, supported by an advisory board of industry leaders. Together, we deliver automation solutions that are enterprise-grade and user-focused — enabling organizations to operate with clarity, efficiency, and confidence at scale.

Maya Terzieva

Maya Terzieva

CEO + Managing Partner

Bio
Maya is the Co-Founder and Managing Partner of URTM Solutions Inc., where she leads the company’s mission to transform how organizations move from spreadsheets and manual processes to intelligent, automated operations. With a career spanning finance, strategy, and technology, she bridges deep financial expertise with cutting-edge automation to help enterprises scale with precision and speed.

Over 15 years in finance and process leadership, Maya has driven transformation at some of the world’s largest organizations. At Aon, she advanced through progressively senior roles to become Director of Finance for Commercial Risk Canada, where she led national process architecture and automation initiatives across multiple business lines. Building on that foundation, she co-founded URTM Solutions to deliver automation and analytics solutions across industries including finance, law, real estate, and asset management—replacing legacy inefficiencies with data-driven precision.

Beyond her role at URTM, Maya is a founding Board Member of the Canadian Chamber of Commerce in Bulgaria, fostering bilateral collaboration and innovation between Canadian and international enterprises. Known for her entrepreneurial drive and ability to merge financial strategy with technology, Maya continues to shape the future of business intelligence—empowering organizations to make better, faster decisions.

Rumyana Terzieva

Rumyana Terzieva

CTO + Managing Partner

Bio
Rumyana (Rumy) is the Co-Founder and Managing Partner of URTM Solutions Inc., where she leads the creative and technical design of automation solutions that empower organizations to simplify, standardize, and optimize their operations. With a rare ability to combine design thinking and technical expertise, she transforms the “day-to-day nuisance” of manual processes into seamless, high-performance workflows.

Before launching URTM, Rumy spent over seven years at Business Cloud Inc., where she rose from Cloud Solutions Specialist to Creative Director & Senior Cloud Solutions Specialist. In this role, she managed large-scale digital transformation projects, guiding clients through cloud migration, process automation, and digitalization. Alongside her technical leadership, she directed website development and user experience initiatives, blending functionality with engaging design.

With more than a decade of experience spanning cloud computing, business process automation, web development, and UI/UX design, Rumy brings a multidisciplinary perspective to every project. At URTM, she channels this expertise into building scalable automation products that reduce complexity, improve efficiency, and give clients the ability to “just press a button.”

Known for her design-forward mindset, Rumy is committed to shaping solutions that are not only technically robust but intuitive and engaging for end-users—bridging the gap between technology and people.

Marcos Benaim

Marcos Benaim

VP, Strategic Partnerships

Bio
Marcos is the Vice President of Strategic Partnerships at URTM Solutions Inc., where he accelerates global growth by opening doors to key relationships and forging high-impact collaborations. Leveraging an extensive network of enterprise leaders, investors, and innovation partners, he introduces opportunities that strengthen URTM’s market position and expand its reach worldwide.

With a career spanning real estate, entrepreneurship, and business development, Marcos has built a reputation for transforming connections into long-term value. He has demonstrated a proven ability to establish strategic partnerships with global technology leaders, secure growth funding, and engage with leading innovation ecosystems. His experience founding and scaling ventures further reflects his strength in building investor confidence and mobilizing resources to drive expansion. This combination of entrepreneurial execution, fundraising expertise, and relationship-driven strategy underscores his ability to connect opportunity with impact.

Recognized for his ability to bridge networks with strategy, Marcos plays a pivotal role in positioning URTM Solutions as a trusted partner for enterprises worldwide. His focus on cultivating trusted relationships ensures URTM continues to deliver enterprise-grade automation and intelligence at scale—building enduring partnerships and driving lasting business impact across industries.

Valerie Fox

Valerie Fox

The Pivotal Point, Chief Innovation Consultant

Bio
Enabling thriving entrepreneurial communities locally, nationally, and internationally through new economic practices of partnership and intentional diversity, Valerie Fox is best known as the co-founder and founding Executive Director of the DMZ. She then founded The Pivotal Point, where she helps grow community-based incubators worldwide through coaching, mentoring, and co-creation.

Val has over 30 years of experience in the digital world, where she started a graphic design business and was then sought by IBM to be part of their senior innovation network. She led their enterprise software design teams and was the creative director for large online experiences like the Sydney Olympics. She was awarded 5 patents, including the Universal Shopping Cart for the Web.

Other awards include the Sara Kirke Award for Entrepreneurship and Innovation, the 2016 CNE Woman of Distinction Award, and the honour of being part of the 2016 Canada Innovation Leaders team. She’s currently on several boards and advisories, including Futurpreneur and Genesis Accelerator.

Adrian Bulzacki, Ph.D.

Adrian Bulzacki, Ph.D.

University Canada West, Prof. of Business

Bio
Dr. Adrian Bulzacki holds a Ph.D. in Electrical and Computer Engineering from Toronto Metropolitan University, specialising in computer vision and machine learning. His career bridges technology and business strategy with a particular focus on spatial computing and innovation. As the founder of ARB Labs Inc., he has guided the company to establish itself as a leader in casino table security and gesture recognition technology.

Dr. Bulzacki is an active investor in early-stage companies, advising peers on technology and innovation opportunities while currently focusing on launching projects in Quantum Technology. A founding member of the DMZ at TMU—recognised as a leading university-based incubator—and holding a Fellowship in Commercialisation from the Federal Economic Development Committee, his contributions reflect a deep commitment to advancing technology and nurturing future leadership. His engagement extends beyond the classroom through active participation in initiatives like the DMZ’s Black Innovation Programmes and Bootcamps, where he works to support and empower diverse talent. He also provides strategic investment guidance to family offices and is an establish speaker at the Global Family Office Investment Summit. His dedication to mentorship has been recognised with the G. Raymond Chang Outstanding Volunteer Award for his guidance of young entrepreneurs at Toronto Metropolitan University in 2022. He delivered a keynote at the National Defence University—Eisenhower School in Washington, D.C., on “Practical Advancements in AI for Financial and Legal Markets.”

Luigi Ferrara

Luigi Ferrara

Conifer Futures Group, CEO & Principal

Bio
Luigi Ferrara is the Principal of Conifer, a design, strategy, sustainability, and digital transformation company focused on creating new formats for the future through collaborative creation.

For 22 years he served as the Director and then Dean of the Centre of Arts, Design and Information Technology at George Brown College in Toronto. During his tenure he directed the renowned Institute without Boundaries for 20 years and then became the founding Chair and CEO of the Brookfield Sustainability Institute (BSI). He was President and is now a Senator of the World Design Organization which represents the global design professions, academic institutions, promotional organizations, corporations and design cities. He is a Fellow of the Royal Architectural Institute of Canada, an architect and multi-disciplinary design practitioner who has worked in the fields of urban design, planning, architecture, interiors, exhibition, strategy, research and innovation, branding, product system service design, interaction design, software development and management consulting. He lectures on topics such as digital transformation, sustainability, collaborative design, design thinking and innovation.

Jacob Kessler

Jacob Kessler

Conifer Futures Group, Head of Operations

Bio
Jacob Kessler is Head of Operations for Conifer. Before Conifer, Jacob most recently worked with Luigi as Director of Account Management, Partnerships, and Content Production at the Brookfield Sustainability Institute.

For over 25 years, Jacob has built businesses and teams in the entertainment, strategy, marketing & advertising, retail commerce, and technology sectors. He is an award-winning branding and marketing strategist and producer. Jacob has worked on projects and campaigns with global organizations such as Audi, Live Nation, Abbott Labs, University of Toronto, Canadian Olympic Foundation, Spider-Man: The Musical, Rogers Sportsnet, Canadian Red Cross, Havergal College, and Renova. Interestingly, he has been a sought after creative specialist over the years focused on advertising in the real estate new high rise and low rise development market, working on branding projects for some of the top developers and sites in Canada, such as Toy Factory Lofts, One Bloor, Ice Condos, Pemberton Group, Empire Communities, and Maple Leaf Square. He is proud to have launched Plan Canada’s Because I Am a Girl movement across Canada, which won Gold at the Cassies Awards (the top advertising award for results) three years in a row. The program was eventually rolled out worldwide and influenced the UN to designate October 11 as International Day of the Girl.

Testimonials

What Our Clients Are Saying

See how our solutions are driving success for businesses like yours.

Workflows Automated
We don’t just visualize data — we streamline how it’s used.

%

Reduction in Manual Work
Automated workflows eliminate busywork across departments.

ROI Within First Year
Clients see results fast — in both time and money saved.
Aon Canada

"Our leadership team is better equipped to make data-driven decisions."

URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard...
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Chief Financial Officer
Aon Canada

"Our leadership team is better equipped to make data-driven decisions."

URTM has been a valuable partner. Their support in simplifying our processes — along with the creation of a dynamic CFO dashboard — has given us key insights into profitability and performance. As a result, our leadership team is better equipped to make data-driven decisions.
Aon Canada
Chief Financial Officer
Aon Canada
McRock Capital

"A massive Thank You to the URTM Solutions team for your amazing work"

A massive Thank You to the URTM Solutions team for your amazing work building out the index ...
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Vice President
McRock Capital

"A massive Thank You to the URTM Solutions team for your amazing work"

A massive Thank You to the URTM Solutions team for your amazing work building out the index reporting on our website. It turned out even more useful, interactive, and aesthetically beautiful than we anticipated.
McRock Capital
Vice President
McRock Capital
Sports Dynamics LLC

"URTM's expertise in data analysis and visualization has been pivotal to our success."

URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense ...

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Founder
Sports Dynamics LLC

"URTM's expertise in data analysis and visualization has been pivotal to our success."

URTM's expertise in data analysis and visualisation has been pivotal to our startup's success. Making sense of fan spending patterns has allowed us to attract attention of high calibre investors and pivot from loyalty into Fintech, thereby increasing our start-up's valuation by orders of magnitude.

Sports Dynamics LLC
Founder
Sports Dynamics LLC
Global X Investments Canada Inc.

"Process improvement and dashboards that exceeded our expectations."

URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They ...
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SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.

"Process improvement and dashboards that exceeded our expectations."

URTM's meticulous attention to detail and ability to transform our vision into reality through process improvement and dashboards exceeded our expectations. They quickly understood and seamlessly integrated with our existing tech stack, ensuring compatibility. Their insightful suggestions significantly enhanced our project.
Global X Investments Canada Inc.
SVP, Digital Innovation & Data Analytics
Global X Investments Canada Inc.