CapIntel-Equitable Life Partnership to Strengthen the Advisory and Client Experience

Cam Crosby, Vice President of Savings and Retirement for Equitable Life, Canada, said, “We are committed to continually finding ways to leverage technology to the benefit of our customers and partners. CapIntel provides an intuitive, powerful platform to Our wholesalers and advisory partners can use this to grow their business by focusing on the customer experience and developing meaningful relationships.”

The partnership with Equitable Life follows CapIntel’s partnership with IG Wealth Management and its collaboration with Canada Life Assurance Company (Canada Life).

“As regulatory requirements are rapidly evolving, we want to help advisors adapt their businesses and navigate through these changes. Investing in technology is important to that,” said President of Quadrus Investment Services Ltd. Tim Prescott, and Senior Vice President, Wealth Distribution and Advisor Compliance, Canada Life, said in a statement that Canada Life’s agreement with CapIntel has been announced.

This momentum shows that there is a strong trend of Canadian financial services leaders collaborating with fintech companies to improve the experience for advisors and clients.

“As a Canadian mutual financial services leader, such as Equitable Life, using CapIntel to drive wholesaler and financial advisor effectiveness is a testament to the value of our platform,” said James Rockwood, founder and CEO of CapIntel. phone. “In this digital age, there has been an increased desire among financial services companies to use technology to operate more effectively. Established financial services companies are advancing their capabilities through partnerships with fintechs, and we are proud to support these companies and accelerate their digital growth. ,