CapIntel Partners with FactSet to Enhance Advisor Tools

CapIntel and FactSet Collaboration

CapIntel, a prominent proposal generation and client engagement platform, has established a strategic partnership with FactSet, a global financial digital platform. This collaboration aims to enhance the wealth management experience by integrating CapIntel’s advanced digital solutions into the FactSet Workstation. Now, advisors can seamlessly create and share personalized and compliant investment proposals, streamlining their workflow and improving user experiences.

Transforming Client Engagement

The partnership enhances the analytics offerings provided by FactSet, which, when combined with CapIntel’s engaging investment presentations, aims to foster meaningful conversations that build trust and satisfaction amongst investors. In today’s competitive environment, understanding the unique needs and preferences of each client is crucial. Based on recent findings, a significant percentage of investors appreciate personalized services, which are key to maintaining client relationships.

Insights from Leadership

James Rockwood, Founder and CEO of CapIntel, emphasizes the transformative nature of this collaboration, stating that this offering creates a powerful tech environment for advisors. "It’s all about conveying value and ensuring clients feel understood and confident," he noted. Such innovations in technology are pivotal for advisors, allowing them to articulate investment strategies effectively and enhance client satisfaction.

The Importance of Personalization

Advisory firms are increasingly recognizing the criticality of personalized service delivery. CapIntel’s 2024 Investor Engagement Report cites that 65% of investors stay with their advisors primarily due to the level of customization they receive. This statistic signifies the necessity for firms to invest in technology that enhances client engagement and experiences.

Capabilities of FactSet’s Workstation

FactSet’s Workstation provides a robust platform that equips advisors with leading data and analytics, enabling them to offer informed investment recommendations to their clients. With the new integration that includes CapIntel’s digital proposals, creating tailored experiences has never been more straightforward or efficient.

Immediate Availability

Starting today, advisory professionals can access CapIntel presentations directly through the FactSet Workstation, establishing a new standard for proposal creation efficiency.

About CapIntel

CapIntel aims to revolutionize the wealth management industry by enhancing the overall experience for wealth professionals and their clients. As a B2B fintech firm, they empower financial institutions with intuitive, web-based applications. Their platform is designed to facilitate transparent and personalized communication between advisors and clients, supporting the significant goal of building wealth through meaningful investment dialogues. With a presence that spans over 20,000 advisors across North America, CapIntel is committed to transforming the advisor-client interaction into a more effective and engaging process.

About FactSet

FactSet, a publicly traded company listed on the NYSE under the ticker FDS and also on NASDAQ, is dedicated to enhancing the operations of the financial community worldwide. Over 8,200 global clients rely on FactSet for comprehensive financial data, analytics, and advanced technological solutions. Their dedication to producing sustainable growth has further solidified their role as a respected member of the financial services sector. The company has also been recognized as a Best Place to Work, showcasing its commitment to employee satisfaction and a positive work culture.

Frequently Asked Questions

What is the purpose of the CapIntel and FactSet partnership?

The partnership is designed to enhance the wealth management experience by integrating CapIntel's digital solutions into the FactSet Workstation.

How does this collaboration benefit financial advisors?

It offers advisors the tools to create digital, compliant, and personalized investment proposals, improving client engagement and satisfaction.

What role does client personalization play in this partnership?

Personalization is essential to retaining clients, as many investors expect tailored services that address their unique needs and goals.

When will CapIntel presentations be accessible to advisors?

CapIntel presentations are already available to advisors directly on the FactSet Workstation as of now.

What is CapIntel's mission?

CapIntel aims to elevate the wealth management industry by enabling better client experiences, fostering meaningful conversations, and facilitating transparent communication.

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