KPMG Canada, a full-service audit, tax and advisory firm operating across more than 40 locations, has entered a strategic collaboration with CapIntel to modernise the digital capabilities of wealth management institutions.
The partnership was formed to accelerate digital transformation in the wealth sector, helping institutions enhance advisor and client experiences while simplifying complex tech stacks and enabling scalable implementation.
The new collaboration aims to blend KPMG’s advisory and implementation capabilities with CapIntel’s digital advisor tools. The resulting solution is intended to empower wealth firms to roll out digital initiatives faster, streamline advisor workflows and deepen client engagement through more data-driven interactions.
Further benefits expected from the partnership include the setup, execution and launch of transformational change programmes.
KPMG Canada partner and national wealth management leader David Bardsley said, “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.”
CapIntel CEO James Rockwood said, “Joining forces with KPMG strengthens our ability to deliver at scale for the enterprise wealth market. 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.”
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