Insights to level up your practice
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.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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