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CapIntel and KPMG Canada Partner to Accelerate Digital Transformation in Wealth ManagementToronto-based CapIntel has formalized a strategic collaboration with KPMG Canada, aiming to help wealth management institutions modernize advisor and client experiences through digital infrastructure upgrades, streamlined technology stacks, and scalable implementation frameworks.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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