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The partnership’s major aim is to help advisors by offering supplies that educate and construct belief with shoppers. By integrating CapIntel modern platform, advisors can merge instructional content material with product data, aiding shoppers in understanding their investments.
DFSI is devoted to delivering excellent help and repair throughout Canada. A secondary goal of this collaboration is to streamline the method for advisors to meet CFR necessities, together with Know Your Product (KYP), Know Your Consumer (KYC), and suitability checks.
These might be accomplished whereas creating client-friendly displays that assist construct belief in discussions with shoppers and prospects.
“We’re thrilled to associate with Desjardins to raise the capabilities of advisors and supply them with a robust software in CapIntel Correlate,” acknowledged James Rockwood, CEO, and founding father of CapIntel.
He added, “This collaboration aligns with our dedication to delivering cutting-edge options that streamline processes and improve the general shopper expertise.”
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