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CapIntel Expands Partnership with CIBC to Boost Sales Technology for Private Investment Counsel Team

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CapIntel and CIBC Partner to Enhance Private Investment Counsel Team with Sales Technology

CapIntel, a leading financial technology company, has expanded its partnership with CIBC to bring its proven sales technology to the CIBC Private Investment Counsel (CPIC) platform. Following a successful deployment with CIBC Asset Management, this collaboration aims to empower advisors in building their clients' wealth with confidence.

Enhanced Efficiency and Customized Solutions

CIBC's CPIC team of investment counselors will leverage CapIntel's innovative fund comparison and analysis tools to streamline their access to a full suite of offerings. This will enable them to prepare custom proposals, deliver clear recommendations, and engage in better conversations with clients. The partnership reflects CIBC's commitment to leveraging fintech solutions to enhance the effectiveness of their services.

Transforming the Advisor-Client Experience

James Rockwood, CEO of CapIntel, expressed excitement about expanding the partnership with CIBC, emphasizing the value of CapIntel's platform in improving day-to-day processes, client relationships, and investment outcomes. CapIntel will continue to develop its platform to address industry pain points and foster better customer relationships, aligning with the evolving needs of financial advisors. In conclusion, the collaboration between CapIntel and CIBC signifies a commitment to leveraging technology to enhance the capabilities of the CPIC team. By providing streamlined access to sales technology, this partnership aims to transform the advisor-client experience and deliver tailored solutions to meet the financial needs of clients.

Hot Take: The Impact of the CapIntel and CIBC Partnership on New Businesses

The collaboration between CapIntel, a leading fintech company, and CIBC to enhance the Private Investment Counsel (CPIC) platform with advanced sales technology could have significant implications for new businesses in the financial sector. This partnership, which aims to empower advisors and boost their confidence in building client wealth, signifies a growing trend in the financial industry - the integration of technology to streamline operations and improve client relationships.

Implications for New Businesses

For new businesses, this partnership serves as a reminder of the importance of leveraging technology to enhance service delivery. It underscores the need for businesses to stay abreast of technological advancements and incorporate them into their operations to remain competitive.

The Future of Financial Advisory Services

The partnership also provides insights into the future of financial advisory services. It suggests a shift towards more personalized, data-driven services that meet the evolving needs of clients. New businesses must therefore strive to understand these changing client needs and adapt their services accordingly. In conclusion, the CapIntel and CIBC partnership is a testament to the transformative power of technology in the financial sector. It presents both a challenge and an opportunity for new businesses to innovate and redefine their service delivery in line with evolving market trends.
Story First Published at: https://financialpost.com/pmn/business-wire-news-releases-pmn/capintel-expands-partnership-with-cibc-to-bring-proven-sales-technology-to-private-investment-counsel-team
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