CapIntel teams up with BMO Private Wealth to enhance investment proposal tools, boosting client engagement and advisor efficiency
CapIntel Inc., a business-to-business financial technology company, has announced an agreement with BMO Private Wealth.
Under the agreement, BMO Private Wealth's investment advisors and counsellors will use CapIntel’s platform and tools to enhance the creation of proposals, pitchbooks, and reports.
CapIntel’s technology aims to increase client engagement and strengthen relationships between financial advisors and investors by producing materials that are visually appealing and easy to understand.
Stephen Macdonald, head of Investments at BMO Private Wealth Canada, expressed satisfaction with the partnership.
He noted, “BMO Private Wealth is pleased to work with CapIntel to leverage its innovative proposal platform to continue enhancing our client experiences and to accelerate BMO’s digital first strategy. Using CapIntel’s technology equips our investment professionals with tools to create detailed, visually appealing comparisons to help clients invest with confidence.”
The CapIntel platform serves as a centralized hub that simplifies the management of client portfolios, the conduct of market research, and the generation of personalized recommendations by eliminating manual data gathering and analysis.
This enhancement allows investment professionals to concentrate more on strategic decision-making and client interactions, thereby increasing productivity and effectiveness in client service.
“CapIntel was built to empower investment professionals as they work to create the best possible client experiences for investors and improve efficiency,” commented James Rockwood, founder, and CEO of CapIntel.
“We’re thrilled to be working with BMO Private Wealth as it continues to prioritize the needs of its investment professionals to improve the client experience and drive engagement.”
