Insights to level up your practice
Fintech Firms Lead Deloitte’s 2025 Technology Fast 50 RankingsToronto-based CapIntel ranked second overall with an extraordinary 9,255% three-year revenue growth, underscoring the rapid rise of financial technology in Canada.Read more
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How Proposals Help Meridian Credit Union Deliver on Its New Corporate StrategyMeridian Credit Union is dedicated to delivering an exceptional experience for both its advisors and its Members. When a new corporate strategy, “Meridian for Good,” was set to launch in the spring of 2023, the team wanted to find a technology partner that could live up to its refined commitments and vision to be an inclusive, transparent, and people-focused financial partner.
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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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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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