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Why PPI Embraces Technology to Give Its Advisors an EdgePPI is dedicated to elevating independent financial advisors to the next level. As a national insurance marketing organization, it offers unparalleled support, tools, and resources to help independent advisors better serve their clients across Canada.Read more
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Why PPI Embraces Technology to Give Its Advisors an EdgePPI is dedicated to elevating independent financial advisors to the next level. As a national insurance marketing organization, it offers unparalleled support, tools, and resources to help independent advisors better serve their clients across Canada.
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The Next Era of Holistic Wealth ManagementTechnology has continuously transformed the wealth management industry, and today marks the beginning of a new era.
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The Basics of Reg BIThe SEC implemented Reg BI three years ago but some companies still aren't compliant. Here's what you need to know.
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CapIntel adds Paul Williamson to its Impressive Roster of AdvisorsTechnology Industry Veteran Brings Over 20 Years of Experience to CapIntel
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Embedding Compliance into the Wealth Management WorkflowIn the finance industry compliance isn't a nice to have, it's a need to have. Here are five tips to integrate best practices into your everyday workflow.
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Building Client Confidence Through Trust and Holistic Wealth ManagementBuilding client confidence takes time. Incorporating the four key elements of trust and taking a holistic approach makes it easy.
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CapIntel Expands Advisory Board Members in the US Market With Appointment of Lowell PutnamSeasoned FinTech executive will help expand market share in the North American wealth industry to enhance fundraising potential.
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5 Tips to Choose the Right Technology PartnerThe right technology partner will make your workday efficient, effective and streamlined. The wrong technology partner will give you a headache. To..
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To ESG or Not To ESGEnvironmental, Social, and Governance (ESG) are three words—or three letters—that have become a hot topic in the investment world. But what is ESG investing in 2023? Why is it a controversial topic? And what should wealth management firms do about it?
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CapIntel Announces Rob Foregger As New Advisory Board MemberForreger brings FinTech and financial services growth experience from Personal Capital, NextCapital, and Product Lab.
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Middlefield Partners with CapIntel to Support Clients with an Innovative and Intuitive Analytics PlatformThis partnership will introduce CapIntel’s platform to Middlefield’s sales team and support them to build a more successful and efficient practice.
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How Proposals Help Meridian Credit Union Deliver On Its New Corporate StrategyMeridian 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 a solution that would make memorable conversations easy for Meridian Credit Union's advisors.
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FP Invest - Unlocking New Potential for Advisor Relationships and Experiences Using TechnologyFinding the right technology partner to work with your firm’s unique challenges can be challenging, but well worth the search. When The Pacific Financial Group (TPFG) needed help building stronger Advisor relationships and experiences, CapIntel worked with them hand-in-hand.
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How The Pacific Financial Group Leveraged Technology to Transform the Advisor Experience and RelationshipWhile focused on digital transformation, The Pacific Financial Group was looking for a new performance reporting solution to improve the overall experience between its wholesalers, advisors, and their clients — CapIntel delivered.
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Set Up Reg BI Guardrails with CapIntelIssues arising from SEC Regulations & Compliance can be difficult for firms of any size. Learn about mitigating risk by understanding how SEC's Reg BI and Marketing Rules affect you and your firm.
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Leveraging ESG and Climate Data in Client ConversationsSustainable investment practices aren’t going anywhere, anytime soon. According to the PwC 2022 Global Investor Survey, 82% of investors demand for their investments to have an ESG lens.
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The Four Key Components of Building TrustHolistic 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 financial planning.
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How IG Wealth Management Streamlined Its Compliance Practices With CapIntelFaced with incoming Client Focused Reform regulations, and battling inefficient workflows, IG Wealth Management knew there was an opportunity for change. The team sought out a solution that could improve the advisor experience, elevate the client experience, and guide the company through the largest compliance change in the investment fund industry in years.
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CapIntel integrates digital proposals into FactSet Workstation for wealth advisorsAdvisors can now use CapIntel’s proposal tools with FactSet's analytics, enhancing client engagement
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The Critical Role of Compliance in Your Wealth Management WorkflowCompliance is a cornerstone of operational integrity and client trust in wealth management. For firms and advisors in North America, navigating the increasingly complex regulatory landscape is not just legally necessary, it’s strategically beneficial.
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Client Trust Begins With The First StepTrust is essential in any relationship, and while it can take years to establish, it can be lost in an instant. For financial advisors, trust is the foundation of their client relationships and the overall success of their firm.
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Why the tech stack is key to advisor and client satisfactionAfter locking down some big clients, CapIntel CEO offers insights into why the tech a firm uses can become the most tangible part of their experience
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CapIntel partners with DFSI to enhance advisor supportThis strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada
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Advisors demanding more from asset managers than just latest fund'We see asset managers having to provide more services, technology support, education to remain relevant and ultimately provide a better partnership to advisors,' a BNY Mellon exec says.
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CapIntel and IG Wealth Management renew partnership to enhance financial advisory servicesCEO notes mutual "commitment to innovation and advisor success"
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Faith-Based ETF Aims to Compete With Secular FundsWhen it comes to investing, fees matter and that’s why most financial advisors rank expense ratios among the top ETF screens. But the priorities change when it comes to certain strategies that cater to specific investor interests and passions.
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Clients stick with advisors because of personalization: surveyIn-person meetings are still the most preferred method of communication
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CapIntel Makes Deals, Upgrades And Awards Finalist Lists In 2023Fintech Provider CapIntel Forged 11 Key Partnerships, Made Platform Upgrades And Was A Finalist For Multiple Awards Lists In 2023
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What’s new in fintech?New partnerships and integrations are making financial advice more efficient and client-focused
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CapIntel Expands Partnership with CIBC to Bring Proven Sales Technology to Private Investment Counsel TeamFollowing a successful deployment with CIBC Asset Management, CIBC will extend its partnership with CapIntel to the CIBC Private Investment Counsel platform to help its advisors confidently build their clients’ wealth.
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CapIntel Launches Presentation Builder To Enhance Client CommunicationPlatform Enables Interactive Proposals With Embedded Materials To Increase Client Personalization And Education, Improve Advisor-Client Interactions
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