CapIntel and The Gryphin Advantage Inc. Partner to Provide Financial Advisors with Leading Sales Technology
CapIntel’s intuitive sales platform will now be used by The Gryphin Advantage Inc’s financial advisors and will play a significant role as Gryphin expands and works to build additional relationships with financial advisors nationally.
CapIntel, a financial technology (Fintech) company that supports financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with The Gryphin Advantage Inc. As a national Managing General Agency (MGA), Gryphin continues to attract and support professional financial advisors across the country and is set on growing its revenue by 20 per cent this fiscal year. The cornerstone of Gryphin’s growth plan is technology and CapIntel’s platform will provide its advisors with the digital capabilities most needed.
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“The level of efficiency Gryphin’s network of financial advisors will now meet is unmatched by any other platform, and I am excited for the enhanced client relationships and outcomes that will be realized because of this.”
For over 20 years, Gryphin has been providing independent financial advisors access to the best insurance and investment products, vested and aggressive compensation, and highly personal service from qualified and experienced professionals. Over the past decade, the needs of financial advisors have changed significantly due to evolving client expectations and Gryphin has since expanded its offerings to include a suite of digital tools to help address this. CapIntel will be Gryphin’s latest digital offering to enhance the advisor-client experience.
“The initiative to work with CapIntel is a direct response to advisor feedback,” said Kirk McMillan, President at The Gryphin Advantage Inc. “As the industry continues to evolve, we recognize we need to remain at the forefront of the industry’s digital transformation and continue to look for tools and platforms that will help Gryphin advisors succeed in their practices. The partnership with CapIntel is just the start!”
Working with CapIntel offers a competitive advantage for Gryphin as, generally, the adoption of fintech platforms, such as those designed to enhance advisor efficiency and client relationships, is still in its infancy for MGAs. For the independent financial advisor, the use of CapIntel’s intuitive sales platform will help drive sales, save time, and build stronger relationships with clients. The platform enables advisors to access millions of products – mutual funds, ETFs, seg funds, fund of funds, equities, and bonds – to compare head-to-head or to combine into portfolios to make direct recommendations to clients. Advisors can then build customized client presentations using templates or personalized data selections that speak to clients’ needs.
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“When I initially met with the Gryphin team, I was captured by their mission to support advisors with the best technology,” said James Rockwood, Founder and CEO of CapIntel. “The level of efficiency Gryphin’s network of financial advisors will now meet is unmatched by any other platform, and I am excited for the enhanced client relationships and outcomes that will be realized because of this.”
