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  • Writer's pictureAshley Gallant

Tech-for-Good - CapIntel



It’s client love time, where we highlight one of our incredible clients: what they do, why we’re excited to partner with them, the good they’re putting into the world, and what we're working on together!


Who?


Where?

Founded and headquartered in Toronto, Canada, CapIntel has embraced the future of work with a flexible approach that caters to the needs of its dynamic team. With options for remote, hybrid, and in-office arrangements, CapIntel is committed to inclusivity and accessibility, allowing its employees to contribute from wherever they are.


What do they do?

CapIntel is a leading wealthtech company that is revolutionizing the way financial advisors work with their clients. By providing powerful, user-friendly tools, CapIntel enables investment advisors to enhance their investment analysis, streamline their workflow, and deliver a superior client experience. Their mission is to empower the financial well-being of individuals and families by bettering their investment decisions.


CapIntel earned lucky #13 on the Globe and Mail’s Top Growing Companies list of 2023, based on a three-year revenue growth of 2443%.


Our partnership origin story

Excited by their mission to improve financial literacy and decision-making, we knew we had to be part of their story. Our partnership has been fueled by mutual respect, a shared vision for the future of finance, and a commitment to excellence. We are proudly part of their growth story, collaborating to welcome Jean-François Houle, Chief Product Officer, Amanda Billark, Head of Design, and Grecia Omaña, Principal Product Designer, on board!


What we're working on!

We’re looking for a Head of Customer Experience to join the CapIntel team! Reporting directly to Rob Crnkovic, Co-founder and CRO, you’ll own the end-to-end customer experience journey, ensuring every touchpoint is optimized for satisfaction and engagement. This role involves strategizing to enhance customer interactions, implementing feedback loops, and leading a dedicated team toward achieving service excellence.


Our ideal candidate has experience in:

  • Leading customer experience or service teams, particularly in the tech or financial sectors.

  • Implementing customer feedback and data-driven strategies to improve service delivery.

  • Working collaboratively across departments to ensure a unified customer journey.


We’re open to candidates!

This is a high-impact role with a company that’s doing good for our communities. If this sounds like you or someone you know, ashley@artemiscanada.com would love to hear from you!


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Artemis Canada is a boutique executive search firm specializing in placing top talent in the tech sector across Canada, the United States, and Europe. Our team of experienced recruiters has a proven track record of finding exceptional candidates for a variety of roles, from C-suite positions to high-demand individual contributors. For more information on our services, please visit our website at https://www.artemiscanada.com/

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