CapIntel partners with DFSI to enhance advisor support

This strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada

CapIntel partners with DFSI to enhance advisor support
James Rockwood, CEO, and founder of CapIntel

CapIntel has announced a strategic partnership with Desjardins Financial Security Investments (DFSI), a distinguished mutual fund dealer.

This collaboration aims to enhance the client experience and simplify compliance with Client Focused Reforms (CFR).

The partnership will benefit nearly 1,400 independent advisors across Canada, associated with the Desjardins Financial Security Independent Network, Desjardins Financial Security Investments, and SFL Wealth Management distribution networks.

The partnership's primary goal is to support advisors by providing materials that educate and build trust with clients. By integrating CapIntel innovative platform, advisors can merge educational content with product information, aiding clients in understanding their investments.

DFSI is dedicated to delivering outstanding support and service across Canada. A secondary objective of this collaboration is to streamline the process for advisors to meet CFR requirements, including Know Your Product (KYP), Know Your Client (KYC), and suitability checks.

These can be completed while creating client-friendly presentations that help build trust in discussions with clients and prospects.

“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, CEO, and founder of CapIntel.

He added, “This collaboration aligns with our commitment to delivering cutting-edge solutions that streamline processes and enhance the overall client experience.”

André Langlois, senior vice-president, Independent Network, Sales, and Distribution, at Desjardins Financial Security, expressed similar enthusiasm about the partnership.

“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."