CAPFLUENCE
AI
The Intelligent Sales Platform for Financial Services
Find, manage and close clients across Canada.
CAPFLUENCE
AI
The Intelligent Sales Platform for Financial Services
Find, manage and close clients across Canada.
Our Clients
Trusted by Canadian Financial Institutions
Wealth Management
Wealth Management
Banking
Banking
Insurance
Insurance
Grow
Find & Close New Clients Across Canada
Capfluence learns your practice and continuously monitors prospects across Canada that fit your niche, enriched with their income, net worth, and career history. When a life event fires, it alerts you at the exact moment they are most likely to engage and tells you what to say.
Grow
Find & Close New Clients Across Canada
Capfluence learns your practice and continuously monitors prospects across Canada that fit your niche, enriched with their income, net worth, and career history. When a life event fires, it alerts you at the exact moment they are most likely to engage and tells you what to say.
Grow
Find & Close New Clients Across Canada
Capfluence learns your practice and continuously monitors prospects across Canada that fit your niche, enriched with their income, net worth, and career history. When a life event fires, it alerts you at the exact moment they are most likely to engage and tells you what to say.
Expand
Manage Your Full Pipeline End-to-End
Upload your existing prospects and clients and Capfluence takes it from there. It enriches missing data, keeps every profile current, and monitors your relationships on your behalf so you never miss an opportunity to grow the assets you already manage.
Expand
Manage Your Full Pipeline End-to-End
Upload your existing prospects and clients and Capfluence takes it from there. It enriches missing data, keeps every profile current, and monitors your relationships on your behalf so you never miss an opportunity to grow the assets you already manage.
Expand
Manage Your Full Pipeline End-to-End
Upload your existing prospects and clients and Capfluence takes it from there. It enriches missing data, keeps every profile current, and monitors your relationships on your behalf so you never miss an opportunity to grow the assets you already manage.
Execute
Start & Finish Your Business Development
Every morning, Capfluence tells you who to contact, why they are a priority, and what to say. Your Command inbox keeps your most important prospects in priority order so you can log the outcome, set your next follow up, and move on. Your BD runs on a system, not memory.
Execute
Start & Finish Your Business Development
Every morning, Capfluence tells you who to contact, why they are a priority, and what to say. Your Command inbox keeps your most important prospects in priority order so you can log the outcome, set your next follow up, and move on. Your BD runs on a system, not memory.
Execute
Start & Finish Your Business Development
Every morning, Capfluence tells you who to contact, why they are a priority, and what to say. Your Command inbox keeps your most important prospects in priority order so you can log the outcome, set your next follow up, and move on. Your BD runs on a system, not memory.
Learn
The Full Course on How to Prospect
Academy brings together best practices from top executives, sales leaders, and advisors across Canadian financial services. You will learn how to find the right clients, build your online presence, develop consistent BD habits, and understand the laws around prospecting in Canada. Technology is half the solution. Academy is the other half.
Learn
The Full Course on How to Prospect
Academy brings together best practices from top executives, sales leaders, and advisors across Canadian financial services. You will learn how to find the right clients, build your online presence, develop consistent BD habits, and understand the laws around prospecting in Canada. Technology is half the solution. Academy is the other half.
Learn
The Full Course on How to Prospect
Academy brings together best practices from top executives, sales leaders, and advisors across Canadian financial services. You will learn how to find the right clients, build your online presence, develop consistent BD habits, and understand the laws around prospecting in Canada. Technology is half the solution. Academy is the other half.
Enterprise Ready
Built To Scale
Compliance
Every workflow is guided by CASL and DNCL, and SOC 2 certification means your firm is protected.
Compliance
Every workflow is guided by CASL and DNCL, and SOC 2 certification means your firm is protected.
Integrations
Capfluence integrates with the CRM systems your advisors already use, including Salesforce.
Integrations
Capfluence integrates with the CRM systems your advisors already use, including Salesforce.
Analytics & Reporting
See what is working across your advisors and teams so you can make smarter decisions faster.
Analytics & Reporting
See what is working across your advisors and teams so you can make smarter decisions faster.
Conflict Management
Ensure no two advisors target the same prospect so your organization stays coordinated and compliant.
Conflict Management
Ensure no two advisors target the same prospect so your organization stays coordinated and compliant.
Proprietary Data
Find high-value Canadian prospects that you simply cannot find on any other platform.
Proprietary Data
Find high-value Canadian prospects that you simply cannot find on any other platform.
Firm Wide Adoption
Onboard advisors at scale, track who is active, coach where it matters, and build consistent prospecting habits.
Firm Wide Adoption
Onboard advisors at scale, track who is active, coach where it matters, and build consistent prospecting habits.
Customer Impact
Built for teams running production at scale
We've rolled out a lot of technology to our advisors over the years. Most of the time, adoption is a battle. This time was different. Advisors were actually coming to us asking for Capfluence. When we sat down with their team, it was clear why: it's built around how our advisors think about growing their business. It's become the foundation of how we approach business development across the firm.
Mark
Head of Advisor Growth
Average Growth / Advisor
Average Growth / Advisor
Adoption / Firm
Adoption / Firm
Hours Saved / Advisor / Week
Hours Saved / Advisor / Week
Hours Saved / Advisor / Week
