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The CapIntel platform provides a centralized hub for managing client portfolios, conducting market research, and generating personalized recommendations, eliminating the need for manual data gathering and analysis. This provides investment professionals with more capacity to focus on strategic decision-making and client interactions and increases productivity for professionals in serving clients more effectively.
“BMO Private Wealth is pleased to work with CapIntel to leverage its innovative proposal platform to continue enhancing our client experiences and to accelerate BMO’s digital first strategy,” said Stephen Macdonald, Head of Investments, BMO Private Wealth Canada. “Using CapIntel’s technology equips our investment professionals with tools to create detailed, visually appealing comparisons to help clients invest with confidence.”
