After locking down some big clients, CapIntel CEO James Rockwood offers insights into why the tech a firm uses can become the most tangible part of their experience.
"We’ve heard a lot of frustration from advisors who can’t easily talk about a product because the technology they have simply isn’t able to give people up to date information. You can imagine how that might hinder somebody’s ability to engage with a client in a really meaningful dialogue."
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