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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