Corey Nelmes

Senior Account Executive at CapIntel - N/A, ON, CA

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N/A
Location
Canada
Company
CapIntel
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CapIntel logo, CapIntel contact details

CapIntel

N/A, ON, CA • 70 Employees
Software

Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.

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Corey Nelmes currently works for CapIntel.
Corey Nelmes's role at CapIntel is Senior Account Executive.
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Corey Nelmes works in the Software industry.
Corey Nelmes's colleagues at CapIntel are James Rockwood, Jas Aulakh, Sabrina Beck, Jean-Francois Morel, Josh Udall, Eric Fleury, Paul Morel and others.
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