Empire Life will tap into CapIntel’s technology to enhance the value the sales teams bring to their advisor clients through improved fund comparison and analysis tools, and the ability to prepare personalized proposals.
“Now more than ever, financial wholesalers need innovative solutions that support quicker, more intelligent insights for their advisor clients,” said James Rockwood, Founder and CEO of CapIntel. “By introducing our platform to Empire Life’s team of sales professionals, we will build on their existing services with easy-to-gather data and custom proposals that will only further solidify them as a trusted partner to their advisor clients.”