Insights

How Proposals Help Meridian Credit Union Deliver On Its New Corporate Strategy

Meridian Credit Union was getting ready to release a new corporate strategy: Meridian for Good. Leading up to its launch, the credit union was looking for...

Why PPI Embraces Technology to Give Its Advisors An Edge

PPI is dedicated to elevating independent financial advisors to the next level. As a national insurance marketing organization, it offers unparalleled support, tools...

How The Pacific Financial Group Leveraged Technology to T...

While focused on digital transformation, The Pacific Financial Group, Inc. was looking for a new performance reporting solution to improve the over...

How IG Wealth Management Streamlined Its Compliance Practices With CapIntel

Faced with incoming Client Focused Reform regulations, and battling inefficient workflows, IG Wealth Management knew there was an opportunity for c...

Set Up Reg BI Guardrails with CapIntel

Issues arising from SEC Regulations & Compliance can be difficult for firms of any size. Learn about mitigating risk by understanding how SEC's Reg...

The Four Key Components of Building Trust

Holistic wealth management and trust are two sides of the same coin. You can’t have one without the other—both put the client at the center of fina...

FP Invest: Unlocking New Potential for Advisor Relationsh...

Finding the right technology partner to work with your firm’s unique challenges can be challenging, but well worth the search. When The Pacific Fin...

Leveraging ESG and Climate Data in Client Conversations

Sustainable investment practices aren’t going anywhere, anytime soon. According to the PwC 2022 Global Investor Survey, 82% of investors demand the...