CapIntel Joins with FactSet to Increase Advisor Success
The Next Generation of Client Experience and Proposal Generation
FactSet’s thorough analytics offerings combined with CapIntel’s comprehensive and engaging investment presentations will help drive meaningful conversations that build investor trust and satisfaction throughout all stages of the client lifecycle.
In today’s competitive wealth management landscape, advisors must demonstrate they understand each client’s unique situation, goals, and preferences. According to CapIntel’s 2024 Investor Engagement Report, 65% of investors say this level of personalized service is why they continue to work with their advisor. To satisfy client needs, firms must focus on client engagement and create personalized experiences at scale.
FactSet’s Workstation provides advisors with industry-leading data and analytics that empower clients to make informed investment decisions. Now, with CapIntel digital proposals available at the click of a button, creating personalized experiences for clients will be more accessible, transparent, and comprehensive than ever before.
As of today, CapIntel presentations will be available to advisors on the FactSet Workstation.
To learn more, please visit our website.
About CapIntel:
CapIntel is a B2B fintech company, serving financial institutions across
About FactSet:
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 216,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241008572309/en/
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Source: CapIntel