Insights to level up your practice
Fintech Impact Podcast: CapIntel with James Rockwood | E421Host Jason Pereira welcomes back James Rockwood to discuss CapIntel’s massive growth across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. Hear more about: embedded compliance controls in CapIntel, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion.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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