CapIntel and Desjardins Financial Security Investments Join Forces to Elevate Investment Advisory Services Across Canada
23 Abril 2024 - 7:08AM
Business Wire
Revolutionizing the Advisory Landscape with
Support, Modern Technology, and Seamless Integration.
CapIntel, a leading financial technology company, proudly
announces its strategic partnership with Desjardins Financial
Security Investments (DFSI), a renowned mutual fund dealer to
enhance client experience and simplify CFR compliance. This
collaboration aims to empower nearly 1,400 independent advisors
affiliated with the Desjardins Financial Security Independent
Network, Desjardins Financial Security Investments and SFL Wealth
Management distribution networks across Canada with the tools and
resources necessary to deliver superior interactions to their
clients.
The primary objective for DFSI is to support advisors in their
client conversations with materials that educate and build trust.
By leveraging CapIntel's innovative platform, advisors can combine
educational materials with product information to help their
customers understand how they’re investing and why.
DFSI is committed to providing exceptional support and service
to its business partners across Canada. As a secondary objective,
DFSI wanted to simplify the process to complete the key checkpoints
to satisfy Client Focused Reforms (CFR) requirements. These
checkpoints include KYP, KYC and suitability, and they can be
completed while building client-friendly presentations that aid
advisors in building trust during client and prospect
conversations.
"We are thrilled to partner with Desjardins to elevate the
capabilities of advisors and provide them with a powerful tool in
CapIntel Correlate," said James Rockwood, CEO and Founder at
CapIntel. "This collaboration aligns with our commitment to
delivering cutting-edge solutions that streamline processes and
enhance the overall client experience."
"We believe that by partnering with CapIntel, we are equipping
our advisors with the tools they need to offer the best experience
to their clients," said André Langlois, Senior Vice-President,
Independent Network, Sales and Distribution, at Desjardins
Financial Security. "This collaboration is a testament to our
commitment to providing top-notch support and services to our
valued business partners."
CapIntel and Desjardins Financial Security Investments look
forward to a successful partnership that will undoubtedly raise the
bar for investment advisory services across Canada.
About CapIntel
CapIntel is a North American B2B fintech company, serving
financial institutions across North America. Its intuitive,
web-based applications are improving the overall experience for
wealth professionals and investors alike. The company's mission is
to elevate personal finance and a significant part of this means
growing wealth through investments while creating meaningful
conversations between advisors and their clients. Its platform
helps financial professionals deliver transparent, data-driven, and
personalized information to their clients so they can get a better
understanding of their investments and feel at ease knowing their
future is secured. With over 14,000 advisors and 800 wholesalers
across North America on their platform, CapIntel is transforming
the advisor-client experience. See www.capintel.com for more
information and follow us on LinkedIn.
About Desjardins Group
Desjardins Group is the largest cooperative financial group in
North America and the fifth largest in the world, with assets of
$422.9 billion as at December 31, 2023. It has been named one of
Canada's Best Employers by Forbes magazine and by Mediacorp. To
meet the diverse needs of its members and clients, Desjardins
offers a full range of products and services to individuals and
businesses through its extensive distribution network, its online
platforms, and its subsidiaries across Canada. Ranked among the
world's strongest banks according to The Banker magazine,
Desjardins has one of the highest capital ratios and one of the
highest credit ratings in the industry.
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version on businesswire.com: https://www.businesswire.com/news/home/20240423371520/en/
CapIntel Anna Smith Anna.smith@capintel.com
Desjardins Group Public Relations 514-281-7000, ext. 5553436
media@desjardins.com