În their own words, CapIntel is on a mission "to be the backbone of sales teams at innovative wealth management firms." Their platform enables advisors and wholesalers to leverage more transparent information and smarter systems to provide better service to their clients.

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I've worked with CapIntel to create templates for their sales and marketing collateral, giving them a DIY (do-it-yourself) and scalable tool to allow them to create the best possible content at a low cost and with minimal-to-none external resources.

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I've also worked on customer stories and social content.