CapIntel Announces Collaboration With KPMG Canada to Accelerate Wealth Management Digital Transformation

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Postmedia has not reviewed the content. by Business Wire Article contentTORONTO — CapIntel, a pioneer in financial technology solutions transforming how wealth professionals communicate investment insights, today announces the formalization of a strategic collaboration agreement with KPMG Canada to help wealth management institutions modernize their advisor and client experiences through digital innovation, tech stack simplification, and scalable implementation frameworks.Sign In or Create an AccountEmail AddressContinueor View more offersArticle contentThis collaboration brings together KPMG Canada’s advisory and implementation expertise with CapIntel’s award-winning wealth advisor enablement platform, empowering financial institutions to deliver more personalized, compliant, and efficient wealth management experiences.Article contentWe apologize, but this video has failed to load.Try refreshing your browser, ortap here to see other videos from our team.Article contentArticle content“Through this collaboration, KPMG Canada and CapIntel will empower wealth management institutions to accelerate digital transformation and deliver more efficient client experiences across Canada. Together, we’re raising the bar for technology-enabled wealth management solutions,” says David Bardsley, Partner and National Wealth Management Leader at KPMG Canada.Article contentTop StoriesGet the latest headlines, breaking news and columns.There was an error, please provide a valid email address.Sign UpBy signing up you consent to receive the above newsletter from Postmedia Network Inc.Thanks for signing up!A welcome email is on its way. If you don't see it, please check your junk folder.The next issue of Top Stories will soon be in your inbox.We encountered an issue signing you up. Please try againInterested in more newsletters? Browse here.Article content“Joining forces with KPMG strengthens our ability to deliver at scale for the enterprise wealth market,” said James Rockwood, CEO of CapIntel. “By combining KPMG’s integration and transformation capabilities with our platform’s powerful advisor tools, we’re helping clients to realize the full value of their digital strategy faster.”Article contentDriving Value for Clients and the IndustryArticle contentThrough this collaboration, wealth management companies can expect to see accelerated results, bringing C-suite and board level initiatives into an efficient process that drives strategic goals through to a successful rollout and adoption of the platform. Together, KPMG and CapIntel will support the setup, execution, and launch of transformational change programs and solutions, helping wealth management firms streamline advisor workflows, enhance client engagement, and deliver measurable business outcomes that align leadership vision with front-line execution.Article contentThis collaboration will also extend to implementation and integration services, change management and enablement that promote best practices in digital wealth transformation. For more information about how CapIntel’s platform empowers wealth professionals to deliver more compelling, data-driven advice, please visit capintel.com.Article contentAbout CapIntelArticle contentCapIntel is a B2B wealthtech company serving financial institutions across North America. Its intuitive, online comparison and presentation tool improves the overall experience for wealth professionals and investors alike. The company’s mission is to elevate finance to build wealth for all. It does so by helping financial professionals deliver transparent, data-driven, and personalized information to their clients, so they can better understand investment options and feel at ease knowing their future is secured. With over 20,000 wealth professionals across North America on their platform, CapIntel is transforming the advisor-client experience. See www.capintel.com for more information and follow us on LinkedIn.Article contentArticle contentAbout KPMG CanadaArticle contentKPMG LLP, a limited liability partnership, is a full-service Audit, Tax and Advisory firm owned and operated by Canadians. KPMG employs more than 10,000 people in over 40 locations across Canada, serving private- and public-sector clients.Article contentThe firm is established under the laws of Ontario and is a member of KPMG’s global organization of independent member firms affiliated with KPMG International, a private English company limited by guarantee. Each KPMG firm is a legally distinct and separate entity and describes itself as such. For more information, see kpmg.com/ca.Article contentArticle contentArticle contentArticle contentView source version on businesswire.com: Article content https://www.businesswire.com/news/home/20251211493561/en/Article contentArticle contentContactsArticle contentMedia Contacts:Article contentFor CapIntel Article contentArticle contentTommy WarburtonArticle contentArticle content347-400-3483Article contentArticle contentcapintel@streetcredpr.comArticle contentFor KPMG Canada: Article contentArticle contentRoula MeditskosArticle contentArticle contentNational Communications and Media RelationsArticle contentArticle contentKPMG CanadaArticle contentArticle content(416) 549-7982Article contentArticle contentrmeditskos@kpmg.caArticle content#distroArticle contentTrending This generation of Canadians is rapidly increasing its wealth and may soon unseat the boomers Wealth David Rosenberg: 10 reasons why we're now bullish on the Canadian dollar for the first time in many years News 'Wild West out there': Cargo theft reports soar in Canada, but that's just the tip of the iceberg News This Canadian mine is as big as a city. 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This generation of Canadians is rapidly increasing its wealth and may soon unseat the boomers Wealth David Rosenberg: 10 reasons why we're now bullish on the Canadian dollar for the first time in many years News 'Wild West out there': Cargo theft reports soar in Canada, but that's just the tip of the iceberg News This Canadian mine is as big as a city. It has a basketball court and its chefs serve 4,000 meals daily Commodities Economy has Canadians exploring cheaper cars as stock leans to luxury Autos