Wealth management technology allows companies in the sector to offer optimized services that lead to increased growth. Recognizing the value of CapIntel’s platform, CI Global Asset Management remains a leader in the fintech industry.
TORONTO, May 16, 2022-(BUSINESS WIRE)-CapIntel, a fintech leader that makes day-to-day operations and fund analysis better for financial advisors, has announced the signing of a new user agreement to Gestion CI Global Asset Management (“CI GMA”), one of the largest investment management companies in Canada. This agreement demonstrates GMA CI’s commitment to innovation, as well as its ongoing efforts to meet the evolving needs and expectations of the wealth management industry.
GMA CI offers a full range of investment solutions, including mutual funds, exchange-traded funds, segregated funds, alternative investments, and works with financial advisors to meet the needs of approximately 1.4 million investors in Canada. CapIntel’s platform will strengthen the ability of GMA CI’s generalist investors to continue to provide exceptional options and superior services to advisors and their clients.
“An important part of our strategy is to integrate technology into everything we do, with the goal of optimizing the support and service we provide to our consulting clients and increase efficiency,” Roy said. Ratnavel, executive vice president and head of distribution at GMA CI. “CapIntel’s solution enables sales teams to provide personalized, value-added support to Advisor activity through a streamlined process. This is particularly useful in helping Advisors adapt to those new product knowledge requirements targeted by customer-focused reforms. ”
Using CapIntel’s proprietary technology, GMA CI’s team of generalist investors will benefit from increased efficiency by using fund comparisons and analytical tools to develop personalized proposals and present clearly recommendations to current and potential customers.
“Since our first meeting in 2019, we have admired GMA CI for its unwavering efforts to improve and for its leadership in using technology to advance its sales and marketing processes,” said James Rockwood, CEO of CapIntel. “Because GMA CI is one of the largest investment management companies in Canada, this agreement not only represents a major milestone for CapIntel, but is also a perfect illustration of the importance of long -term relationships with our peers.”
CI Global Asset Management joins CapIntel’s strong roster of North American wealth technology companies, such as IG Wealth Management, Canada Life, Equitable Life and Gryphin Advantage, demonstrating the growing need for the wealth management industry to research and adopt of digital solutions.
CapIntel is a Toronto -based fintech company that leads in developing intuitive web applications for finance professionals. CapIntel is on a mission to promote personal finance, and an important part of that mission is investing to grow wealth. The CapIntel platform helps financial advisors deliver better service to their clients so they gain a better understanding of their investments and be comfortable knowing that their future is secure. With over 10,000 advisors and three of Canada’s five largest banks on its platform, CapIntel is transforming the advisor-client experience.
About CI Global Asset Management
CI Global Asset Management is one of the largest investment management companies in Canada, offering a wide range of investment products and services. For more information, visit www.ci.com. CI Global Asset Management is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX), a combined global asset and wealth management company, with total assets of approximately $ 369.8 billion as of March 31, 2022.
This document contains statements about future events, results, circumstances, performance or expectations relating to CI Financial Corp. (“CI”) and its products and services, including its business operations, strategy, and performance and financial conditions. Forward -looking statements are often identified by words such as “believe”, “expect”, “project”, “expect”, “expect”, “aim”, “estimate”, “purpose”, ” plan ”and“ project ”, similar references to future tenses, and verbs combined conditionally. These statements are not past facts, but rather describe management’s views regarding future events, many of which are inherently uncertain and beyond management’s control. Although management believes that the expectations reflected in these statements are based on reasonable assumptions, these statements involve risks and uncertainties. Among the assumptions and factors underlying the conclusions contained in these statements is the expectation that all announced transactions will be completed and that asset levels will be at least prior to said time, which the fund industry of investment will remain stable and interest rates will be stable. remain relatively stable. Factors that may cause actual results to differ materially, but are not limited to, general economic and market conditions, including interest and currency rates, global financial markets, changes in regulations and tax law. , industry competition, technology development and other factors described and discussed in CI’s occasional filings with securities regulatory authorities. This list is not exhaustive and urges the reader to consider these and the other factors with caution, and not to place too much reliance on any promising statements. Unless required by applicable law, CI has no obligation to update or amend any future statements after the date they are made, whether to reflect new information, future events or otherwise. CI Global Asset Management is a registered trade name of CI Investments Inc.
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