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Customer Story
How IG Wealth Management Streamlined Its Compliance Pract...
Faced with incoming Client Focused Reform regulations, and battling inefficient workflows, IG Wealth Management knew there was an opportunity for c...
Guide
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...
Webinar
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...
Guide
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...
Customer Story
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...
Webinar
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...
Customer Story
How Proposals Help Meridian Credit Union Deliver on Its N...
Meridian Credit Union was getting ready to release a new corporate strategy: Meridian for Good. Leading up to its launch, the credit union was look...