CapIntel Joins with FactSet to Increase Advisor Success
CapIntel, a leading proposal generation and client engagement platform, has partnered with FactSet, a global financial digital platform provider, to enhance wealth management experiences. This integration allows advisors to create CapIntel's digital, compliant, and personalized proposals directly within the FactSet Workstation, streamlining workflow and user experience.
The collaboration aims to drive meaningful conversations and build investor trust by combining FactSet's analytics with CapIntel's engaging investment presentations. According to CapIntel's 2024 Investor Engagement Report, 65% of investors value personalized service from their advisors. This partnership addresses the need for personalized experiences at scale in the competitive wealth management landscape.
The integration is now available to advisors on the FactSet Workstation, offering a more accessible, transparent, and comprehensive way to create personalized client experiences.
CapIntel, una piattaforma leader nella generazione di proposte e nell'engagement dei clienti, ha collaborato con FactSet, un fornitore globale di piattaforme digitali finanziarie, per migliorare le esperienze di gestione patrimoniale. Questa integrazione consente agli advisor di creare proposte digitali, conformi e personalizzate di CapIntel direttamente all'interno della FactSet Workstation, semplificando il flusso di lavoro e l'esperienza utente.
La collaborazione mira a stimolare conversazioni significative e a costruire fiducia tra gli investitori combinando l'analisi di FactSet con le presentazioni d'investimento coinvolgenti di CapIntel. Secondo il Rapporto sul Coinvolgimento degli Investitori 2024 di CapIntel, il 65% degli investitori dà valore al servizio personalizzato fornito dai propri advisor. Questa partnership risponde alla necessità di esperienze personalizzate su larga scala nel competitivo panorama della gestione patrimoniale.
L'integrazione è ora disponibile per gli advisor sulla FactSet Workstation, offrendo un modo più accessibile, trasparente e completo per creare esperienze clientelari personalizzate.
CapIntel, una plataforma líder en generación de propuestas y compromiso con el cliente, se ha asociado con FactSet, un proveedor global de plataformas digitales financieras, para mejorar las experiencias de gestión de patrimonio. Esta integración permite a los asesores crear propuestas digitales, conformes y personalizadas de CapIntel directamente dentro de la Estación de Trabajo FactSet, optimizando el flujo de trabajo y la experiencia del usuario.
La colaboración tiene como objetivo generar conversaciones significativas y construir confianza entre los inversores al combinar el análisis de FactSet con las atractivas presentaciones de inversión de CapIntel. Según el Informe de Compromiso de Inversores 2024 de CapIntel, el 65% de los inversores valora el servicio personalizado de sus asesores. Esta asociación aborda la necesidad de experiencias personalizadas a gran escala en el competitivo panorama de la gestión de patrimonio.
La integración ya está disponible para los asesores en la Estación de Trabajo FactSet, ofreciendo una forma más accesible, transparente y completa de crear experiencias personalizadas para los clientes.
CapIntel은 고객 제안 생성 및 참여 플랫폼을 선도하는 기업으로, 글로벌 금융 디지털 플랫폼 제공업체인 FactSet과 협력하여 자산 관리 경험을 향상시키고자 합니다. 이 통합은 고문들이 FactSet 워크스테이션 내에서 직접 CapIntel의 디지털, 규정 준수 및 개인화된 제안서를 생성할 수 있도록 하여 작업 흐름과 사용자 경험을 간소화합니다.
이번 협력은 FactSet의 분석과 CapIntel의 매력적인 투자 발표를 결합하여 의미 있는 대화를 이끌어내고 투자자의 신뢰를 구축하는 것을 목표로 합니다. CapIntel의 2024 투자자 참여 보고서에 따르면, 65%의 투자자가 자신의 고문으로부터 개인화된 서비스를 중요하게 여깁니다. 이 파트너십은 경쟁이 치열한 자산 관리 환경에서 대규모 개인화된 경험에 대한 요구를 해결하고자 합니다.
이 통합은 이제 FactSet 워크스테이션의 고문들이 사용할 수 있으며, 개인화된 고객 경험을 만들기 위한 더욱 접근 가능하고 투명하며 포괄적인 방법을 제공합니다.
CapIntel, une plateforme leader dans la génération de propositions et l'engagement des clients, s'est associée à FactSet, un fournisseur mondial de plateformes financières numériques, pour améliorer les expériences de gestion de patrimoine. Cette intégration permet aux conseillers de créer des propositions numériques, conformes et personnalisées de CapIntel directement au sein de la station de travail FactSet, rationalisant ainsi le flux de travail et l'expérience utilisateur.
La collaboration vise à favoriser des conversations significatives et à instaurer la confiance des investisseurs en combinant les analyses de FactSet avec les présentations d'investissement engageantes de CapIntel. Selon le Rapport d'engagement des investisseurs 2024 de CapIntel, 65 % des investisseurs apprécient le service personnalisé de leurs conseillers. Ce partenariat répond à la nécessité d'expériences personnalisées à grande échelle dans le paysage concurrentiel de la gestion de patrimoine.
L'intégration est désormais disponible pour les conseillers sur la station de travail FactSet, offrant un moyen plus accessible, transparent et complet de créer des expériences client personnalisées.
CapIntel, eine führende Plattform für die Erstellung von Vorschlägen und Kundenengagement, hat sich mit FactSet, einem globalen Anbieter von digitalen Finanzplattformen, zusammengeschlossen, um die Erfahrungen im Wealth Management zu verbessern. Diese Integration ermöglicht es Beratern, digitale, regelkonforme und personalisierte Vorschläge von CapIntel direkt innerhalb der FactSet Workstation zu erstellen und somit den Arbeitsablauf und die Benutzererfahrung zu optimieren.
Die Zusammenarbeit zielt darauf ab, bedeutungsvolle Gespräche zu fördern und das Vertrauen der Investoren zu stärken, indem die Analytik von FactSet mit den ansprechenden Investitionspräsentationen von CapIntel kombiniert wird. Laut dem Investorenengagementbericht 2024 von CapIntel schätzen 65% der Investoren personalisierten Service von ihren Beratern. Diese Partnerschaft reagiert auf die Notwendigkeit personalisierter Erlebnisse in großem Maßstab im wettbewerbsintensiven Umfeld des Wealth Management.
Die Integration steht Beratern jetzt in der FactSet Workstation zur Verfügung und bietet einen zugänglicheren, transparenteren und umfassenderen Weg zur Erstellung von personalisierten Kundenerlebnissen.
- Strategic partnership between CapIntel and FactSet to enhance wealth management services
- Integration of CapIntel's proposal generation into FactSet Workstation for improved workflow
- Potential for increased advisor efficiency and client engagement
- None.
Insights
This partnership between CapIntel and FactSet represents a significant advancement in wealth management technology. By integrating CapIntel's proposal generation capabilities into FactSet's Workstation, advisors gain a powerful tool for client engagement and personalized service delivery.
The collaboration addresses a critical need in the industry, as highlighted by CapIntel's 2024 Investor Engagement Report, which shows that
For FactSet (FDS), this partnership could enhance its competitive position in the wealth management software market. By offering a more comprehensive solution, FactSet may attract new customers and increase revenue from existing ones. However, the financial impact will depend on adoption rates and any revenue-sharing agreements with CapIntel.
Investors should monitor for any future announcements regarding user adoption metrics or revenue contributions from this new offering. While promising, the immediate financial impact on FactSet may be until the integrated solution gains traction in the market.
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.
James
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,
Greg King, Senior Director, Head of Wealth Management at FactSet, said, “FactSet is committed to enhancing our technology capabilities to create efficiencies for advisors. CapIntel offers exceptional technology with a thoughtful visual design for proposal generation, a key area where our clients seek improvement to drive growth in their books of business. We are thrilled to combine FactSet's trusted content and advisor solutions with CapIntel’s innovative workflows, enabling advisors to engage more effectively and dedicate more time to what truly matters—their clients.”
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.
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Media Contacts:
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Source: CapIntel
FAQ
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