An investment sales platform that enhances day-to-day workflow, efficiency, and fund analysis, Capintel and wealth management firm, NEI have partnered to enhance the customer experience of NEI’s clients.
“Canadians today are increasingly demanding more information and greater transparency around how they invest their hard-earned money. Partnering with CapIntel will provide NEI with access to sophisticated portfolio analysis and comparison tools that will enable advisors and their clients to invest with the highest degree of confidence,” states Tim Prescott, SVP and Head of Asset Management at Aviso Wealth.
The collaboration will enable to enhance sales and enhance fund usage by leveraging CapIntel’s user-friendly fintech solutions. NEI’s wholesalers will benefit from increased efficiency in their daily chores by employing CapIntel’s patented technology, such as the ability to swiftly construct portfolio comparisons and readily craft best-in-class sales materials to aid advisors in client discussions.
James Rockwood, CEO of CapIntel said, “The current market has highlighted the need by Canadian investors to have access to advisors who take the time to understand their goals, provide sound and personalized financial advice, and add clarity and context to those recommendations. We’re thrilled that our platform will support the teams at NEI to continue doing just that while improving the wholesaler, advisor, and client experience.”
In order to meet the needs of advisors and meet client expectations, CapIntel’s platform will easily connect with NEI’s current technology, raising the company’s sales enablement capabilities to a new level. As wholesalers and investment advisers reset the norm for exceptional client experiences, the advantages of this cooperation will continue to be recognized as CapIntel develops its platform to match their evolving demands.
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