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The primary objective for DFSI is to support advisors in their client conversations with materials that educate and build trust. By leveraging CapIntel's innovative platform, advisors can combine educational materials with product information to help their customers understand how they’re investing and why.
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"We are thrilled to partner with Desjardins to elevate the capabilities of advisors and provide them with a powerful tool in CapIntel Correlate," said James Rockwood, CEO and Founder at CapIntel. "This collaboration aligns with our commitment to delivering cutting-edge solutions that streamline processes and enhance the overall client experience."
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