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CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions

CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth management firms, to elevate the member experience for its credit union partners across Canada.

“Capintel’s intuitive proposal technology will add efficiency to the advisor workflow, while driving meaningful engagement with members.”

This unique partnership will bring CapIntel’s industry-leading technology to Aviso Wealth’s Canadian credit union partners, helping credit union financial advisors provide more value to their members. Advisors will leverage instant, powerful analytics to inform better investment decisions, easily compare investment scenarios, and articulate investment information, helping members improve their understanding of their financial goals and outcomes.

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CapIntel’s intuitive platform will also add efficiency to the advisor workflow by digitizing proposal and comparison-building tasks, while driving meaningful engagement with members through highly visual assets and interfaces that tell a clear story of what they’re working towards.

“Providing our credit union partners with access to the latest digital innovations is critical to our continued efforts to improve the advisor and client experience,” said Wanda Frisk, SVP and Head of Credit Union Wealth Management at Aviso Wealth. “Capintel’s intuitive proposal technology will add efficiency to the advisor workflow, while driving meaningful engagement with members.”

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This partnership will open CapIntel’s technology to Aviso’s credit union partners.

“This first-of-its-kind partnership for CapIntel presents an exciting and unique opportunity to bring CapIntel’s technology to Canadian credit unions,” said James Rockwood, CEO of CapIntel. “With Aviso’s expansive network of credit union partners, our goal is to help further enhance the modern advisory experience. CapIntel’s best-in-class technology will allow credit union advisors to work even more efficiently and deliver extraordinary value to their clients, ultimately enhancing the advisor-member relationship.”

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