Canada Life reports 75% IPC advisor adoption after CapIntel's proposal tool launch in fall 2024
CapIntel has announced the successful rollout of new services in collaboration with Canada Life.
The partnership includes an interactive comparison and proposal tool aimed at improving clients’ understanding of their investment portfolios.
Blaine Shewchuk, executive vice-president of Individual Wealth at Canada Life, stated, “Working with CapIntel has been a positive and beneficial experience for our business.”
He continued “CapIntel adapts their tools in response to feedback, resulting in a great user experience, while providing valuable and transparent know-your-product capabilities and portfolio insights for our advisors and clients.”
CapIntel has partnered with Quadrus since 2021 and began working with Investment Planning Counsel (IPC), acquired by Canada Life in November 2023.
Following a smooth rollout in fall 2024, IPC achieved a 75 percent adoption rate among its advisor network.
Since the beginning of their collaboration in 2021, more than 107,000 client proposals have been generated using CapIntel’s tools.
James Rockwood, founder and CEO of CapIntel, said, “Through our work with Canada Life, we reaffirm our commitment to innovation and enhancing client-advisor experiences for individuals across North America.”
He added that their focus is on empowering advisors and meeting clients at different stages of their financial journeys through advanced technology and collaborative solutions.
