CapIntel Partners with Canada Life for Enhanced Client Solutions

CapIntel Teams Up with Canada Life for Excellence in Financial Services

CapIntel, a leader in the financial technology space, has recently made headlines by successfully launching new services alongside Canada Life, a significant player in the insurance and wealth management sector. This collaboration marks a remarkable commitment from CapIntel to enhance the experiences of both clients and advisors through innovative solutions that aim to simplify investment processes.

Enhancing the Advisor Experience

In a statement from Blaine Shewchuk, Executive Vice-President, Individual Wealth at Canada Life, the partnership with CapIntel has been described as a highly positive experience. Shewchuk emphasized how CapIntel adapts its tools based on user feedback, which has resulted in improved usability. This adaptability is crucial in providing transparent insights into product knowledge and portfolio performance, thereby enriching the experience for both advisors and clients.

Success with Quadrus and IPC

This collaboration isn’t the first for CapIntel. The company has been working with Quadrus, another division under Canada Life, since 2021. Recently, the acquisition of Investment Planning Counsel (IPC) has further demonstrated Canada Life's momentum in the market. Following the positive absorption of CapIntel’s tools, IPC has achieved an impressive advisor adoption rate of 75%. This success is evident from the substantial number of client proposals generated—over 107,000 since 2021—through CapIntel’s innovative platform.

Commitment to Innovation

James Rockwood, founder and CEO of CapIntel, stresses that this partnership is more than just a business arrangement; it represents a shared vision of progressing towards innovation in client-advisor engagement. By using advanced technology and creating collaborative solutions, CapIntel is focused on empowering financial advisors and guiding clients through their personal financial journeys.

Continuous Improvement and Future Discussions

The technology offered by CapIntel plays a vital role in fostering stronger client-advisor relationships. Both CapIntel and Canada Life are committed to ongoing discussions about expanding functionalities to introduce even more impactful solutions in the future. This progressive approach highlights their dedication to continually enhancing the financial services landscape across North America.

Discover More About CapIntel

CapIntel’s platform is designed to equip both advisors and wholesalers with valuable insights that improve client engagement. To learn more about how their solutions can elevate your financial service experience, please visit their website at www.capintel.com.

About CapIntel

CapIntel is a business-to-business fintech firm dedicated to serving financial institutions throughout North America. Their goal is to enhance the overall experience for wealth managers and investors alike through their intuitive, web-based applications. By focusing on transparency, data-driven insights, and personalized communication, CapIntel is at the forefront of transforming the advisor-client dynamic. They boast a robust platform with over 20,000 advisors and wholesalers utilizing their services for improved investor understanding and confidence about their financial futures.

Frequently Asked Questions

What is the main goal of the CapIntel and Canada Life partnership?

The partnership aims to enhance client-advisor engagement through innovative financial technology solutions.

How have CapIntel tools impacted the performance of advisors and clients?

CapIntel's tools have improved usability and understanding, leading to over 107,000 client proposals generated since their launch.

What feedback has Canada Life provided regarding CapIntel's services?

Canada Life has praised CapIntel for adapting tools based on feedback, leading to a better user experience.

What achievements has IPC realized since adopting CapIntel's technology?

Investment Planning Counsel has seen a 75% adoption rate among advisors after implementing CapIntel’s tools.

Where can more information about CapIntel's services be found?

Detailed insights and information can be accessed on CapIntel's official website at www.capintel.com.

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