“Through this collaboration, KPMG Canada and CapIntel will empower wealth management institutions to accelerate digital transformation and deliver more efficient client experiences across Canada. Together, we’re raising the bar for technology-enabled wealth management solutions,” says David Bardsley, Partner and National Wealth Management Leader at KPMG Canada.
CapIntel CEO James Rockwood said the collaboration reflects growing demand from larger wealth organizations for more coordinated implementation support.
“Joining forces with KPMG strengthens our ability to deliver at scale for the enterprise wealth market,” said James Rockwood, CEO of CapIntel. “By combining KPMG’s integration and transformation capabilities with our platform’s powerful advisor tools, we’re helping clients to realize the full value of their digital strategy faster.”
According to the companies, the collaboration will focus on translating executive-level digital strategies into operational execution. This includes supporting platform setup and rollout, improving advisor workflows, and managing change to encourage adoption across organizations.
The relationship also covers implementation and integration services, along with enablement and change management support intended to help wealth management firms sustain longer-term digital transformation efforts.
