Insights to level up your practice
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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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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CapIntel advisors get AI boost from strategic partnership with Conquest PlanningThe partnership will add new capabilities to CapIntel's platform, used by thousands of advisors across North America
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How can wealth firms and tech providers weather regulatory challenges?Pressure from CFRs and enhanced total cost reporting hold promise for better client and advisor experiences, say leaders
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An alternative proposal: The growing role of alternatives at the earliest stage of a client relationshipCapIntel’s Founder and CEO James Rockwood on the demand for alts in client proposals
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How wealthtech partnership has been a 'constant evolution'Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
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Wealthtech Roundtable: Risky Business as Wealthtech Firms Move Beyond Compliance as Core Offering?Wealthtech expert notes deprioritizing compliance akin to “pulling oxygen out of the room”
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CapIntel Launches SEC-Aligned Proposal Building Features For RIAsFintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Compliance Capabilities
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Wealthtech: Elevating the Art of Engagement With the Science of TechnologyRob Crnkovic, Co-Founder and CRO at CapIntel, shares his insights regarding the intersection of wealthtech and organic growth.
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How holistic wealth management can help financial advisors build trust and level up their practiceFor advisors in 2023, achieving true financial success means embracing new and better ways to serve your clientele, like holistic wealth management. With this approach, wealth management and trust go hand in hand, placing your client front and center.
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CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial AdvisorsWealthTech CEO James Rockwood springboards off success in Canada to significantly expand in US wealth management space.
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How cent-sible mothers can give their children financial independenceCapIntel's Head of Marketing, Anna Smith, shares her best tips for raising financially literate and confident kids in the op-ed written for Findependencehub.
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