Notas do episódio
Host Jason Pereira welcomes back CapIntel CEO James Rockwood to discuss the firm’s massive growth, now supporting over 20,000 advisors across North America. Rockwood explains how CapIntel moves beyond static PDFs by using interactive, cloud-based presentations to make complex investment products feel tangible for clients. The conversation dives into how the platform embeds compliance controls to prevent proposal errors, the impact of regulatory shifts like Reg BI, and how CapIntel is navigating its expansion into the competitive U.S. and Mexican markets.
This episode is a must-listen for wealth management executives and advisors interested in how "hyper-personalization" and integrated compliance are redefining the modern investment proposal.
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
CapIntel
LinkedIn - James Rockwood’s LinkedIn
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