Toronto’s CapIntel has entered into a strategic partnership with Desjardins Financial Security Investments.
Desjardins, originally established in 1900 in Lévis, Quebec, will leverage technology from CapIntel through the partnership in order to improve wealth management services for clients.
The primary objective for DFSI is to support advisors in their client conversations with materials that educate and build trust, according to André Langlois, who serves as Senior Vice-President of Independent Network, Sales, and Distribution at Desjardins Financial Security.
By utilizing CapIntel’s platform, advisors can combine educational materials with product information to help their customers understand how they’re investing and why, which appealed to Desjardins.
“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 Langlois.
“This collaboration is a testament to our commitment to providing top-notch support and services to our valued business partners,” the SVP continued.
The collab aims to empower 1,400 independent advisors affiliated with Desjardins Financial Security and SFL Wealth Management distribution networks across Canada with the tools and resources necessary to deliver superior interactions to their clients.
“We are thrilled to partner with Desjardins to elevate the capabilities of advisors and provide them with a powerful tool in CapIntel Correlate,” stated James Rockwood, founder and CEO of CapIntel.
“This collaboration aligns with our commitment to delivering cutting-edge solutions that streamline processes and enhance the overall client experience,” the chief executive added.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest in the world. Last year, Desjardins transitioned its credit card processing to Fiserv, a global provider of payments and financial services technology solutions.
More than 14,000 advisors across North America use CapIntel’s platform, including Winnipeg’s Conquest Planning and Big Five bank CIBC.
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