CapIntel growth playbook

Generate the sitemap from the Next.js routes and the Insights collection, with real last-modified dates, submit it in Google Search Console and Bing Webmaster Tools, and add an llms.txt that points to the product, compliance and pricing pages.

A US compliance officer or head of advisor technology researches before taking the AE's call. Pages that are not indexed cannot do that groundwork, and the fix costs a day of engineering.

• Thin pages get indexed

  Leave out empty filter pages and anything not meant to rank.

• Your websitecapintel.com/sitemap.xml lists a single URL, the homepage (last modified October 17, 2026). The site has at least a dozen more pages (/platform, /presentations, /comparisons, /analytics, /compliance, /data-integration, /partnerships, /wealth-management, /insights and its articles) that the sitemap does not mention.Source
• programmable.infoSite scan: Next.js on AWS with HubSpot and Chargebee; DMARC policy "none"; Mozilla Observatory D- (25/100), security grade C; no newsletter signup, no YouTube channel, no Hacker News mentions; good mobile speed (LCP 1.5 s); headline changed in the last year from "CapIntel: A modern proposal generation platform" to "Growth starts with a presentation".Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source

Label the PPI numbers with their source and year, then publish one US story (The Pacific Financial Group was an early US customer) and a short "CapIntel in the US" page: the FactSet partnership, the New York office, US data and custodian coverage, and the Reg BI-relevant compliance features.

The Senior AE is hired to turn a working engine into a repeatable US one. Repeatable means the first meeting starts with proof from a US firm instead of a Canadian one.

• US customer will not be named

  Publish anonymized ("a US asset manager with 2,000 advisors") with approved numbers.

• Dating the numbers weakens them

  Pair them with a fresh 2026 survey of current users (idea 12).

• Your websiteHomepage: headline "Growth starts with a presentation"; "Trusted by some of the biggest banks in the world" (IG Wealth Management, BMO, CIBC, Desjardins, Quadrus, Aviso Wealth among the logos); "81.7% of CapIntel users saw an increase in their client's investment deposits year over year", "39.5% average increase", "40 proposals per week created by power users"; FAQ questions include "What's the ROI for our firm?" and "Can CapIntel handle multi-thousand advisor deployments?"; one case study linked (PPI).Source
• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source
• NewsJune 2022 Series A release: $11.0M USD led by New York-based FinTech Collective to launch in the US market; The Pacific Financial Group, a US asset manager, was an early customer using CapIntel to build investment proposals for advisors.Source
• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source
• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source

A 45-minute format for 6 to 12 advisors at a target firm: two volunteers bring a recent proposal, the SADA rebuilds each live in CapIntel (AI Statement Reader for holdings, comparison, tax impact, presentation), and the group votes which version they would rather hand a client. Champions come from the volunteers.

Advisors trust what they see done to their own work. The SADA brief is to find and equip champions, and the advisor who watched their proposal improve in three minutes is the most likely one.

0:00 Why we are here: one question, "which would your client rather read?"
0:05 Rebuild 1: volunteer's proposal, statement read with AI Statement Reader, comparison, tax impact, presentation
0:18 Rebuild 2: second volunteer, a different client type
0:31 Vote and discussion: what changed, what the client would ask
0:38 Objections and questions
0:42 Next step: two advisors try it on a live client this month

• Compliance blocks sharing proposals

  Use the firm's own model portfolio and a fictional client instead.

• A rebuild goes badly live

  Rehearse with sample proposals of the same type first.

• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source
• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source
• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source

Move DMARC to quarantine and then reject after a two-week report review, add the missing security headers on capintel.com, and publish a short trust page (security practices, data residency, sub-processors, how to request the SOC report) linked from the footer and the compliance page.

Large-bank deals stall in security review more often than in the business case. Fixing visible findings in a week removes a question the AE would otherwise answer in month three.

• Legitimate mail gets quarantined

  Stay on quarantine with reporting until every sender aligns.

• programmable.infoSite scan: Next.js on AWS with HubSpot and Chargebee; DMARC policy "none"; Mozilla Observatory D- (25/100), security grade C; no newsletter signup, no YouTube channel, no Hacker News mentions; good mobile speed (LCP 1.5 s); headline changed in the last year from "CapIntel: A modern proposal generation platform" to "Growth starts with a presentation".Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source

A one-page PDF and web page that lines up Reg BI's documentation needs with CapIntel's features: the risk questionnaire, product shelf and off-shelf warnings, alternatives considered, Shelf Monitor acknowledgements and the audit trail, with a sample audit export. Reviewed by counsel and labeled "not legal advice".

In US enterprise wealth deals compliance is a buyer, not a checkbox. Giving the AE something the compliance officer can forward internally turns a blocker into a sponsor.

• Reads as a compliance guarantee

  Clear "supports documentation, does not ensure compliance" wording.

• Your websiteCompliance page: suitability questionnaire, product shelf with real-time off-shelf warnings, risk profile checks, Shelf Monitor with acknowledgement and audit trail, fund and model alternatives, enterprise configuration; IG Wealth Management quote: "We can confidently stand in front of a regulator or client and say we have the processes, tools, and automation in place".Source
• Your websiteInsights is mostly newsroom items: the CEO in WealthManagement.com's 2026 Midyear Outlook ("Nearly 39% of Gen Z and millennial investors use AI to learn about finance — and 75% of financial content on social media is misleading"), a Fintech Impact podcast on embedded compliance and "regulatory shifts like Reg BI", tax impact in proposals, and a CapIntel survey on the top reasons clients leave advisors. One customer story (Meridian Credit Union, 2023).Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source

A "US branch pilot" offer on the pricing page and in outreach: 25 advisors, 90 days, Salesforce and one custodian connected, three agreed success measures (proposal prep time, proposals per advisor, client follow-through), a readout deck at day 90, and a fixed price credited against an enterprise contract.

The Senior AE runs long cycles with C-suite buyers; a pilot with measures agreed up front shortens the first yes and creates the internal case study the firm-wide deal needs.

• Pilots never convert

  Agree the conversion decision date and sponsor before the pilot starts.

• Your websitePricing page: Enterprise is "Talk to sales", available in the USA and Canada; Personal Pro is $250 per user a month with a 14-day trial and Individual is free, both "Only available in Canada". So a US advisor or branch manager has no way to try the product.Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• Your websiteHomepage: headline "Growth starts with a presentation"; "Trusted by some of the biggest banks in the world" (IG Wealth Management, BMO, CIBC, Desjardins, Quadrus, Aviso Wealth among the logos); "81.7% of CapIntel users saw an increase in their client's investment deposits year over year", "39.5% average increase", "40 proposals per week created by power users"; FAQ questions include "What's the ROI for our firm?" and "Can CapIntel handle multi-thousand advisor deployments?"; one case study linked (PPI).Source

Build a one-hour course (live webinar and on demand) with an accredited sponsor so CFP professionals can claim CE credit: the research on why clients leave, how to show tax impact and historical scenarios, and how to document the recommendation. Product appears only as worked examples. SADAs invite advisors at target firms and follow up with attendees.

The SADA brief is advisor engagement within target firms. A CE course gives advisors a reason to show up that is about their own licence, and the attendee list is a ready map of interested advisors at each firm.

• Seen as a sales pitch

  Keep product to worked examples; let attendees rate it.

• Approval takes long

  Run the first session without credit as a pilot while approval is pending.

• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source
• Your websiteInsights is mostly newsroom items: the CEO in WealthManagement.com's 2026 Midyear Outlook ("Nearly 39% of Gen Z and millennial investors use AI to learn about finance — and 75% of financial content on social media is misleading"), a Fintech Impact podcast on embedded compliance and "regulatory shifts like Reg BI", tax impact in proposals, and a CapIntel survey on the top reasons clients leave advisors. One customer story (Meridian Credit Union, 2023).Source
• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source

A program for US asset managers: their wholesalers use CapIntel to build comparisons and proposals with advisors, the advisor sees the tool working on their own client, and CapIntel gets a warm path into the advisor's firm. Keep the data neutral (every fund on the firm's shelf can be compared), and route interested firms to the AE.

The SADA job prefers former internal wholesalers, which says CapIntel already understands this motion. Wholesalers multiply reach without adding headcount.

• Firms see the tool as fund-company biased

  Neutral data and full-shelf comparisons; firm controls the shelf.

• Channel conflict with direct deals

  Clear rules on who owns an introduced firm.

• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source
• NewsJune 2022 Series A release: $11.0M USD led by New York-based FinTech Collective to launch in the US market; The Pacific Financial Group, a US asset manager, was an early customer using CapIntel to build investment proposals for advisors.Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source
• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source

A simple public page: enter current holdings (or upload a statement), cost basis and the target allocation, and see the estimated realized gains and a plain-language summary to share with a client. The full version (custodian data, comparisons, presentations) needs CapIntel; the result page offers the US branch pilot.

The analytics page leads with tax impact for a reason: it is where proposals win or stall. A free tool is also the content the near-empty sitemap needs.

• Seen as tax advice

  Clear estimates-only wording and no personal data stored.

• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source
• Your websitecapintel.com/sitemap.xml lists a single URL, the homepage (last modified October 17, 2026). The site has at least a dozen more pages (/platform, /presentations, /comparisons, /analytics, /compliance, /data-integration, /partnerships, /wealth-management, /insights and its articles) that the sitemap does not mention.Source
• Your websitePricing page: Enterprise is "Talk to sales", available in the USA and Canada; Personal Pro is $250 per user a month with a 14-day trial and Individual is free, both "Only available in Canada". So a US advisor or branch manager has no way to try the product.Source

Ask EY (and KPMG where possible) to extend the partnership to their US wealth practices, or sign a US wealth-tech consulting firm, with a joint offer: an advisor experience assessment that ends in a CapIntel pilot. Co-write one point-of-view paper and run one joint roundtable in New York.

Long enterprise cycles get shorter when a trusted advisor is already inside the bank. The Head of Partnerships owns the ecosystem; the US AE needs the introductions.

• Partners have no US appetite

  Approach a US wealth-tech consultancy instead.

• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source

Get CapIntel listed in FactSet's partner or marketplace pages, add a "FactSet data inside CapIntel" page with what a FactSet-using firm gets, and run one joint webinar for FactSet's wealth clients.

Many US wealth firms already pay for FactSet. "Works with the data you trust" is a short path through procurement.

• FactSet will not co-market

  Publish the page and use it in outreach anyway.

• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source
• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source

Survey 1,000 US investors on what makes them trust or leave an advisor, how they want recommendations explained, and how many already ask AI tools about their portfolio. Publish a report, a press release to US wealth trade press, and a 20-minute talk SADAs can bring to firms.

Original data is how a challenger gets into InvestmentNews and WealthManagement.com, and it backs the "presentations build trust" message with US numbers instead of 2022 Canadian ones.

• Findings are dull

  Include one provocative question, such as how many investors trust AI over their advisor.

• Your websiteInsights is mostly newsroom items: the CEO in WealthManagement.com's 2026 Midyear Outlook ("Nearly 39% of Gen Z and millennial investors use AI to learn about finance — and 75% of financial content on social media is misleading"), a Fintech Impact podcast on embedded compliance and "regulatory shifts like Reg BI", tax impact in proposals, and a CapIntel survey on the top reasons clients leave advisors. One customer story (Meridian Credit Union, 2023).Source
• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source
• Your websiteHomepage: headline "Growth starts with a presentation"; "Trusted by some of the biggest banks in the world" (IG Wealth Management, BMO, CIBC, Desjardins, Quadrus, Aviso Wealth among the logos); "81.7% of CapIntel users saw an increase in their client's investment deposits year over year", "39.5% average increase", "40 proposals per week created by power users"; FAQ questions include "What's the ROI for our firm?" and "Can CapIntel handle multi-thousand advisor deployments?"; one case study linked (PPI).Source

Score every US bank wealth division, independent broker-dealer and large RIA on CRM (Salesforce Financial Services Cloud), model-portfolio use, custodians CapIntel already connects to, recent technology announcements and advisor count. Tier 1 (30 firms) gets a full account plan with a SADA; tier 2 gets campaigns.

Account plans and advisor engagement plans only work if the account list is right. A fit score makes the AE's and SADAs' time go where deals close.

• Signals are hard to find

  Start with CRM and custodian, the two that matter most.

• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source
• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source

Pick two conferences a year by tier-1 attendance, book meetings with tier-1 accounts four weeks ahead, host one small dinner or roundtable per event instead of a big booth, and follow up within two days with the US page and pilot offer.

A quarterly trip without booked meetings is a cost; with ten booked meetings it is the fastest way to multi-thread a large account.

• Few tier-1 attendees

  Swap the event for a hosted roundtable in New York.

• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source
• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source

An ROI page: advisors, proposals per advisor per month, hours per proposal today, and the share of proposals that turn into new assets; it estimates hours saved and the value of better follow-through, with assumptions shown. It produces a one-page summary the buyer can forward, and the AE uses the same model in the business case.

The AE is asked for value-based selling with measurable ROI. A shared model means the internal champion and the AE argue from the same numbers.

• Numbers look inflated

  Conservative defaults and visible assumptions.

• Your websiteHomepage: headline "Growth starts with a presentation"; "Trusted by some of the biggest banks in the world" (IG Wealth Management, BMO, CIBC, Desjardins, Quadrus, Aviso Wealth among the logos); "81.7% of CapIntel users saw an increase in their client's investment deposits year over year", "39.5% average increase", "40 proposals per week created by power users"; FAQ questions include "What's the ROI for our firm?" and "Can CapIntel handle multi-thousand advisor deployments?"; one case study linked (PPI).Source
• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• Your websiteAnalytics and data pages: tax impact of moving a client from the current portfolio to the proposal, historical scenarios through recessions and rate cycles, income stream analysis, projections on the firm's capital market assumptions; AI Statement Reader pulls holdings from PDF or photo statements; 20+ custodians, Salesforce, planning tools; data from Refinitiv, MSCI, S&P, Fundata and FactSet. "Advisors can compare products and build proposals in as little as 3 minutes."Source

A one-day event in New York for customers and invited prospects: champions from US and Canadian firms present how they run proposals and compliance, the roadmap (the multi-product platform), the US survey results, and a CE session. Prospects come as guests of the AE.

In enterprise wealth, peers sell better than vendors. The event turns the champions the SADAs develop into the reference calls the AE needs.

• Too few prospects attend

  Start as a half-day customer forum with a prospect track.

• Customers will not speak

  Offer co-presenting and speaker preparation.

• Your websiteAbout page timeline: founded 2019; two major Canadian institutions in September 2021 (nearly $3 million a year); Series A led by Fintech Collective in June 2022; first user conference June 2024; FactSet partnership June 2024 "strengthening the platform's capabilities for U.S. wealth firms"; Deloitte Fast 50 and Fast 500 with 9,255% three-year growth in November 2025; KPMG Canada partner November 2025; EY joins the partner ecosystem March 2026. Leadership includes a Chief Revenue Officer, Head of Marketing, Head of Partnerships & Market Intelligence, Director of GTM Strategy + Solutions, Director of Solutions Architect and Director of Information Security.Source
• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source
• HiringSenior Product Designer (Montreal or Toronto, posted October 2026): "One proposal tool is becoming a multi-product platform"; every designer ships something real each quarter; AI "by default"; owns quality including WCAG 2.0 AA; designs for "the conversation where an advisor explains a portfolio to a client anxious about retirement".Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source

Add client engagement data to digital presentations: views, time on each section, revisits, and questions the client marks. Advisors get a nudge ("the client viewed the tax section three times"), and firms get a dashboard of proposals that went quiet. Make it opt-in, privacy reviewed and firm-controlled.

The designer brief describes "one proposal tool becoming a multi-product platform". Engagement data is a new module to sell firm-wide, and a reason for advisors to send every proposal through CapIntel.

• Clients feel tracked

  Clear notice, opt-in by firm, aggregate options.

• Regulators ask about records

  Store engagement data in the audit trail the firm controls.

• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source
• HiringSenior Product Designer (Montreal or Toronto, posted October 2026): "One proposal tool is becoming a multi-product platform"; every designer ships something real each quarter; AI "by default"; owns quality including WCAG 2.0 AA; designs for "the conversation where an advisor explains a portfolio to a client anxious about retirement".Source
• Your websiteCompliance page: suitability questionnaire, product shelf with real-time off-shelf warnings, risk profile checks, Shelf Monitor with acknowledgement and audit trail, fund and model alternatives, enterprise configuration; IG Wealth Management quote: "We can confidently stand in front of a regulator or client and say we have the processes, tools, and automation in place".Source

Define three to four packages (Proposals, Compliance, Client Experience, Data and Integrations) with an entry price for a division and a firm-wide tier, plus an expansion playbook: what to measure in the first division, who to introduce next, when to propose the next module.

The Senior AE owns net-new business and expansion within existing accounts. Modules make expansion a product decision rather than a discount.

• Customers feel nickel-and-dimed

  Grandfather current contracts and bundle at firm-wide level.

• HiringSenior Product Designer (Montreal or Toronto, posted October 2026): "One proposal tool is becoming a multi-product platform"; every designer ships something real each quarter; AI "by default"; owns quality including WCAG 2.0 AA; designs for "the conversation where an advisor explains a portfolio to a client anxious about retirement".Source
• NewsDecember 2025 release: over 20,000 advisors and wholesalers across North America on the platform; 2025 launches were a Digital Risk Questionnaire (KYC), the AI Statement Reader and digital presentations (in beta with enterprise customers); 33 roles filled and offices opened in Montreal and New York City, with New York "a central hub for U.S. market reach"; a new CRO from Google and HPE; 2026 focus is expanding across North America.Source
• Your websiteCompliance page: suitability questionnaire, product shelf with real-time off-shelf warnings, risk profile checks, Shelf Monitor with acknowledgement and audit trail, fund and model alternatives, enterprise configuration; IG Wealth Management quote: "We can confidently stand in front of a regulator or client and say we have the processes, tools, and automation in place".Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source

A public library of the 50 most common portfolio questions clients bring to advisors (fees, risk, why this fund, taxes on switching), each with a plain-language explanation an advisor can adapt, plus the CapIntel view that shows it. Updated monthly from advisor submissions.

It makes CapIntel's "advice explained clearly" message useful on its own, gives the near-empty sitemap 50 pages that match real questions, and gives SADAs something to send that is not a demo request.

• Answers read as advice

  Educational wording and compliance review.

• Your websiteInsights is mostly newsroom items: the CEO in WealthManagement.com's 2026 Midyear Outlook ("Nearly 39% of Gen Z and millennial investors use AI to learn about finance — and 75% of financial content on social media is misleading"), a Fintech Impact podcast on embedded compliance and "regulatory shifts like Reg BI", tax impact in proposals, and a CapIntel survey on the top reasons clients leave advisors. One customer story (Meridian Credit Union, 2023).Source
• Your websitecapintel.com/sitemap.xml lists a single URL, the homepage (last modified October 17, 2026). The site has at least a dozen more pages (/platform, /presentations, /comparisons, /analytics, /compliance, /data-integration, /partnerships, /wealth-management, /insights and its articles) that the sitemap does not mention.Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source

A recruiting kit: a short presentation recruiters show prospective advisors (their own proposal rebuilt in CapIntel), and an "advisor experience" page for the firm's recruiting site. Sell it through the head of recruiting or business development, a second buyer inside the same firm.

Recruiting leaders have budget and a measurable goal (advisors and assets recruited). A second buyer shortens the path to firm-wide adoption.

• Recruiting is not a budget owner for software

  Pair with the technology buyer and position as shared value.

• Your websiteThe only linked case study is PPI, a Canadian insurance marketing organization; its deposit numbers come from a "2022 survey of 160 advisors"; power users make up to 40 proposals a week and "what used to take advisors two hours can be done in just minutes"; it also says CapIntel helps PPI attract other advisors.Source
• HiringSenior Account Executive (US, remote, posted September 2026): "CapIntel is scaling in the US, and this role is about accelerating that momentum." Owns complex, high-value enterprise deals with wealth and banking institutions, C-suite relationships and outbound "within an established framework"; the brief is to "turn a working engine into a repeatable one"; up to 25% travel (once a quarter). Bonus: financial services or wealth management background, sales enablement or fintech selling.Source
• HiringStrategic Account Development Associate, two openings (New York City and Toronto, posted August 2026, $70,000 to $95,000): owns "advisor engagement within target wealth firms", an advisor engagement plan per firm aligned with the Strategic AE's account plan; outbound by email, phone and LinkedIn; turns it into "advisor meetings, product demonstrations, roundtables, and workshops"; identifies and equips champions; ideal background is internal wholesaler, internal sales consultant or associate advisor; CFP, CFA, SIE and similar credentials are an asset.Source

A proposal mode built for older clients and their families: larger type and higher contrast, plain-language summaries, fewer charts per page, a printed version that reads well, and a prompt to record a trusted contact. Market it to firms' senior investor and compliance teams.

It is a visible quality difference in the meetings that matter most, and it gives compliance teams a reason to standardize on CapIntel.

• Seen as patronizing

  Call it "clear view" and let advisors choose it for any client.

• HiringSenior Product Designer (Montreal or Toronto, posted October 2026): "One proposal tool is becoming a multi-product platform"; every designer ships something real each quarter; AI "by default"; owns quality including WCAG 2.0 AA; designs for "the conversation where an advisor explains a portfolio to a client anxious about retirement".Source
• Your websiteCompliance page: suitability questionnaire, product shelf with real-time off-shelf warnings, risk profile checks, Shelf Monitor with acknowledgement and audit trail, fund and model alternatives, enterprise configuration; IG Wealth Management quote: "We can confidently stand in front of a regulator or client and say we have the processes, tools, and automation in place".Source
• Your websiteHomepage: headline "Growth starts with a presentation"; "Trusted by some of the biggest banks in the world" (IG Wealth Management, BMO, CIBC, Desjardins, Quadrus, Aviso Wealth among the logos); "81.7% of CapIntel users saw an increase in their client's investment deposits year over year", "39.5% average increase", "40 proposals per week created by power users"; FAQ questions include "What's the ROI for our firm?" and "Can CapIntel handle multi-thousand advisor deployments?"; one case study linked (PPI).Source