James Rockwood

CEO and Founder at CapIntel
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Bio

James Rockwood is the CEO and Founder at CapIntel, a fintech company building a digital sales channel connecting asset managers and financial advisors.

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  • Canada Life’s leading the way with personalized, advice-driven engagement with their clients and we’re proud that CapIntel will be integral in bringing this vision to life. By helping advisors address product fit in a meaningful way while delivering proposals efficiently, collaborating with clients and, ultimately, setting their clients up for financial success, our strategic relationship will serve as another milestone in building a pleasant client experience that’s built on personalization and trust.

    9 December 2021
Employment
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  • CapIntel
    CEO and Founder