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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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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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