Our team is at #SchwabIMPACT and can't wait to connect with everybody in The Exchange! Find these smiling faces at booth #325 to learn all about the latest in proposal generation and how CapIntel is helping advisors eliminate redundancies, increase business, and build stronger client relationships. Schwab Advisor Services #WealthManagement #FinancialAdvisors
Great opportunity
Financial advice delivery, re-imagined leveraging AI to serve clients. Helping firms democratize access to advice, at scale across the entire wealth continuum.
1moGreat seeing you this week Corey Nelmes and CapIntel team. You were great neighbors.