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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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FP Invest - Unlocking New Potential for Advisor Relationships and Experiences Using TechnologyFinding the right technology partner to work with your firm’s unique challenges can be challenging, but well worth the search. When The Pacific Financial Group (TPFG) needed help building stronger Advisor relationships and experiences, CapIntel worked with them hand-in-hand.
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Leveraging ESG and Climate Data in Client ConversationsSustainable investment practices aren’t going anywhere, anytime soon. According to the PwC 2022 Global Investor Survey, 82% of investors demand for their investments to have an ESG lens.
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