Finding the pain in serving financial investments clients - Halifax - Canada’s Podcast
James Rockwood is the Co-Founder and CEO of CapIntel, a financial technology company that supports financial advisors in their day-to-day workflow to deliver top-tier client service. In building CapIntel, James has been a part of two leading Canadian accelerator programs: Creative Destruction Lab (CDL) and Next Founder. The CapIntel platform now serves over 10,000 financial advisors across the country through partnerships with established financial service firms such as IG Wealth Management, Canada Life, and Equitable Life.
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Stay subscribed and hit the bell icon to be notified of our upcoming podcast with Commissioner Matthew Boswell of the Competition Bureau.
Hear about competition and marketing rules every business should know.
Click here to learn more about creating an effective compliance program.
Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn and Twitter.
Want to stay up-to-date on the latest #entrepreneur podcasts and news? Subscribe to our bi-weekly newsletter
