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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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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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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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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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