Wealth Management

CapIntel Introduces OMNI, a Comprehensive Digital Wealth Solution

CapIntel Introduces OMNI, a Holistic Digital Wealth Solution

CapIntel has introduced a comprehensive digital wealth management platform called OMNI. This platform's capacity to provide a complete, all-encompassing perspective on their investments makes it easier for financial advisors to offer comprehensive guidance to their clients.

OMNI has been created to empower financial advisors, augmenting their client rapport. It is an interactive, user-friendly presentation generation tool that seamlessly incorporates compliance measures and secure sharing protocols. This integration facilitates the simplification of financial discussions, thereby fostering improved decision-making processes for advisors and investors.

James Rockwood, Founder and CEO of CapIntel, said,

With an ongoing commitment to advancing technology in the financial industry, OMNI sets the stage for a transformational shift in advisor-client and advisor-asset manager conversations. By providing advisors with a comprehensive and interactive presentation tool, OMNI aims to elevate the value proposition of advisors and create an impeccable digital experience for clients.

[Source: Cision PR Newswire]

He believes the introduction of OMNI would further strengthen the bond between advisors and their clients, ultimately improving their financial outcomes. He emphasized that this release marked a significant milestone in CapIntel's vision to reshape the financial industry and assist advisors in their digital transformation endeavors.

The CapIntel platform is centered around creating contemporary, easily accessible, trustworthy, enlightening, and personalized financial presentations. These presentations serve a dual purpose - enabling advisors to demonstrate the significance of human relationships and expertise while enhancing their comprehension of financial objectives and their attainability for retail investors. The forthcoming launch of OMNI represents an occasion for North American advisors to encounter this pioneering platform's capabilities and possibilities directly.

About CapIntel

CapIntel enhances the overall experience of wealth management professionals and investors through its user-friendly, web-based applications. At the core of the company's mission is elevating personal finance, with a significant focus on nurturing wealth growth through strategic investments while fostering meaningful dialogues between advisors and their clients. CapIntel's platform empowers financial experts to provide transparent, data-driven, and personalized information to their clients, enabling them to gain a deeper understanding of their investment portfolios and find reassurance in the security of their financial futures.

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Investment Management

Jefferies Establishes Full Service Investment Banking and Capital Markets Capabilities in Canada

Jefferies | December 04, 2023

Jefferies Financial Group (NYSE: JEF) today announced it has established full service investment banking and capital markets capabilities in Canada to serve the evolving needs of corporate, institutional and government clients across Canada. With this expansion, Jefferies will now provide clients in depth expertise in advisory, M&A advisory, equity and debt capital markets, risk solutions, equity research, and sales and trading across all sectors in Canada. The Investment Banking team in Canada will be led by Bruce Rothney as CEO, along with the Honourable John Manley as Chairman, Ron Lloyd as Deputy Chairman, and Trond Lossius as Deputy Chairman and Head of M&A, Erik Charbonneau as Head of Investment Banking, Jacquelyn Titus as Head of the Financial Institutions Group and James McKenna as Head of TMT and Diversified Industrials. Canada is one of the largest and fastest growing economies in the world, and as we enter 2024, we will have critical mass serving Canada, with more than 40 people joining across investment banking, equity research, and sales and trading. In partnership with Jefferies' existing global platform, our team in Canada will deliver our full suite of advisory and capital markets capabilities. We are fortunate to have a leadership team that brings such a deep and distinguished track record in the Canadian market, and we anticipate continuing to expand our capabilities and talent in the region to ensure we can best serve our clients. Rich Handler, CEO, and Brian Friedman, President, of Jefferies Today, Jefferies has 44 offices in more than 20 countries around the world, including having recently expanded further in France, Spain, Australia, Brazil and the Middle East. Earlier this year, Jefferies also announced a significant enlargement of its partnership with SMBC, which broadened the two firm’s scope of collaboration in M&A advisory services and across each firms’ equities and debt capital markets businesses. “Jefferies’ culture has always been and continues to be that of a pure Wall Street partnership solely focused on providing the best advice to clients,” said Bruce Rothney, CEO of Jefferies Canada. “Its proven long-term leadership, investment in talent and exceptional work for clients has positioned Jefferies as one of the few leading global investment banking firms. Canada is emerging as one of the largest and fastest growing economies and its standout sectors – technology, healthcare, financial services, energy and power, telecom and media, and consumer – align perfectly with Jefferies. Our new Canadian team is excited to bring clients Jefferies’ deep industry perspectives, M&A and capital markets solutions and geographical insights.” About Jefferies Jefferies (NYSE: JEF) is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, wealth, and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies and governments. For more information: www.jefferies.com.

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Investment Management

AffiniPay Launches AffiniPay IQ, Generative AI for Legal Tech Industry

AffiniPay | January 24, 2024

AffiniPay, the leader in online payments and software solutions for professionals, announced the launch of generative AI embedded in its leading legal technology products, MyCase, CASEpeer, LawPay, and Docketwise. “At AffiniPay, we believe generative AI can drive the type of efficiencies and insights that will result in better outcomes for our customers and their clients,” said Dru Armstrong, Chief Executive Officer of AffiniPay, parent company of MyCase, CASEpeer, LawPay, and Docketwise. “As a trusted technology partner, we have big plans to empower our customers with AI, and are excited to announce the launch of AffiniPay IQ.” According to the newly released 2024 LawPay and MyCase Legal Industry Report, productivity is a key driver for generative AI investment, with 75% of law firms citing it as the top reason for their interest in AI. To meet this demand, AffiniPay is investing in generative AI and plans to roll out new solutions in a phased manner across the legal product suite. Starting with a MyCase beta, AffiniPay plans to extend various AI solutions to CASEpeer, LawPay, and Docketwise in the coming months. The company’s vision is that customers will be able to utilize AI-powered conversational interface that will enable users to access their data and generate insights using natural language, directly within the interface. These future features will include Case and firm search: Attorneys and staff can quickly get answers to their questions around a specific case or client, saving time in their day Intelligent insights: Law firms can receive customized recommendations to optimize intake, productivity, cash flow, and more Automation: Firms can create workflows, send payments, and open files - all by interacting with the platforms in a conversational way, just like they would with a trusted assistant The first beta release of AffiniPay IQ features include document summarization and text editing, both of which will be woven seamlessly into the suite of AffiniPay’s legal products. Starting with MyCase and CASEpeer, the following AI features will be built into daily workflows Document summarization: Empowers law firms to review case documents quickly using AI-generated summaries of their contents Text editing: AI-powered text editing embedded into the product to allow style updating, tone changes, and summarization “We are committed to our responsible approach to innovation, and are excited to launch generative AI functionality into our software that serves our customers and their needs, and no one else,” said Bryan Thompson, Chief Technology Officer of AffiniPay. “This is the first of many thoughtful generative AI features that our team will be weaving into our product suite over the coming months.” The second release of AffiniPay IQ features will include Communication drafts: Attorneys and staff can quickly generate first drafts of client communications or invoice reminders Translations: Users can translate text into different languages instantly Task & event generation: Law firms can select and analyze text in notes, documents, or emails, and receive suggestions for tasks or events, saving time at every step Data population: Docketwise-specific AI feature that instantly extracts key information from copies of passports, drivers’ licenses, and birth certificates, to automatically populate immigration SmartForms AffiniPay invites legal professionals to experience AffiniPay IQ from Jan. 29 - Feb. 2, during Legalweek in New York, where both LawPay and MyCase are sponsors. About AffiniPay AffiniPay is a market leader in practice management software and online payments for professionals serving legal, accounting, architectural, engineering, and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest-growing companies for 12 years in a row. Each of its brands leads the market it serves with solutions purpose-built by industry including LawPay, MyCase, CASEpeer, Docketwise, CPACharge, and AffiniPay for Associations. AffiniPay’s solutions are trusted by more than 245,000 legal & accounting professionals with more than 150 strategic partnerships and endorsements, including the American Bar Association and the American Institute of Certified Public Accountants.

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Payments

ServiceNow announces five-year strategic alliance with Visa to transform payment services

ServiceNow | January 25, 2024

ServiceNow the leading digital workflow company making the world work better for everyone, announced a five-year strategic alliance with Visa, a world leader in digital payments, to transform payment services. The initial phase includes the launch of ServiceNow Disputes Management, Built with Visa—a single, connected disputes resolution solution for issuers. Managing disputes currently involves multiple systems and teams, and many financial institutions often use siloed solutions that are not fully integrated with one another. This disconnected approach creates complexity, delays crediting and resolving disputes, can create potential losses, and ultimately, impacts the customer experience. ServiceNow Disputes Management, Built with Visa is a streamlined solution that blends the best of ServiceNow’s AI-first platform and the company’s Financial Services Operations solution with Visa’s deep technology investments. Each year, Visa helps prevent $30 billion in fraud for consumers and small businesses using cutting edge technology, including tokenization and AI, deployed throughout the entire payments ecosystem, including disputes management. “At the heart of our alliance is a commitment to build industry-leading products that help financial institutions boost employee productivity, create great customer experiences, and drive business growth,” said John Ball, senior vice president and general manager, customer and industry workflows, ServiceNow. “By making Visa’s services available through ServiceNow’s intelligent, AI-first platform, we’re powering innovation and setting a new standard in the payments industry.” “Solving customer pain points is core to our business at Visa, and collaborating with an industry leader like ServiceNow will allow us to help issuer partners resolve disputes more efficiently,” said Vanessa Colella, global head of innovation and digital partnerships, Visa. “ServiceNow and Visa look forward to offering clients the latest technology solutions, so they can focus on delivering an excellent experience for their customers.” ServiceNow Disputes Management, Built with Visa will unite the entire dispute management process – from the first indication that a charge is questionable to early resolution, investigation, and final resolution. It includes a single experience for solving disputes so that employees can have high quality engagements with cardholders, as well as dashboards, automation, alerts, and the ability to audit all transactions. Two standout features enhance its efficiency: a modern, user-friendly low code platform that allows financial institutions to make swift updates to their disputes management process, and generative AI-powered experiences that improve customer intake and agent investigation. The solution also incorporates ongoing changes to disputes rules and applies industry best practices for processes, workflows, and staying ahead of fraud. “Banks should prioritize their CX efforts around the drivers that most influence customer loyalty. For example, resolving problems and issues quickly remains one of the most important drivers of CX and retention for many banks,” wrote Alyson Clarke, principal analyst at Forrester Research. “Banks that adopt modern and flexible digital banking processing platforms will find it easier and faster to deliver innovative (and profitable) customer solutions.”1 ServiceNow is committed to revolutionizing financial services with new products and services. This initial integration marks the beginning of a more extensive, multi-phased relationship between Visa and ServiceNow. The companies will continue to build new solutions and will distribute Visa products and services to joint customers. Together, ServiceNow and Visa will help clients improve dispute management. 1Forrester, Consumer Banking Trends, 2024: Trends Shaping Retail Consumer Banking In The Current Economic Climate, Jan 17, 2024 About ServiceNow ServiceNow makes the world work better for everyone. Our cloud‑based platform and solutions help digitize and unify organizations so that they can find smarter, faster, better ways to make work flow. So employees and customers can be more connected, more innovative, and more agile. And we can all create the future we imagine. The world works with ServiceNowTM.

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Fintech, Investments

KSL Capital Partners Announces Promotions, Including Four New Partners

KSL Capital Partners | December 15, 2023

KSL Capital Partners, LLC ("KSL"), a leading investor in travel and leisure businesses, today announced its 2024 promotions, including the addition of four individuals to the firm's partnership. The following individuals have been promoted to Partner effective January 1, 2024. Kirk Adamson Martin Edsinger Kevin Rohnstock Tina Yu "Our people are our single most important asset, and we could not be more pleased to welcome four new Partners who reflect the strength of our firm and global team," said Eric Resnick, Chief Executive Officer and co-founder of KSL. "On behalf of the entire KSL team, I want to congratulate Kirk, Martin, Kevin and Tina on their well-deserved promotions to Partner and thank them for their unique strengths and exceptional leadership, which have been instrumental to KSL's success to date. Each will support our continued growth in the years to come." KSL also announced Michael Acierno and Harris Levinson have been promoted to Principal, effective January 1, 2024. "KSL is committed to building the next generation of private equity leaders and promoting from within our firm, and we are thrilled to see the continued progression of our team," said Peter McDermott, Chief Investment Officer and co-founder of KSL. "Mike and Harris both joined us as associates and are now key leaders in our tactical opportunities and credit fund strategies, and we thank them for their hard work and commitment. We look forward to their continued growth at KSL." Mr. Acierno, who focuses on tactical opportunities, and Mr. Levinson, who focuses on credit investments, are also members of the firm's Investment Committee. About Kirk Adamson Prior to joining KSL in 2017, Kirk was a Principal in Blackstone's Real Estate Debt Strategies team (BREDS) based in London. Prior to Blackstone, Kirk was an Associate in Deutsche Bank's Commercial Real Estate Group from 2010 to 2012. Earlier in his career, Kirk worked as an Investment Banking Analyst at Deutsche Bank, based in both New York and London. Kirk holds a B.S. in Accounting & Business Administration from Washington & Lee University, where he graduated magna cum laude. Kirk focuses on North American investments. About Martin Edsinger Prior to joining KSL in 2017, Martin worked as an Investment Manager with ARLE Capital Partners. Prior to ARLE Capital Partners, Martin worked as an Experienced Associate Consultant with Bain & Company and an Economic Analyst with NERA Economic Consulting. Martin graduated from The Stockholm School of Economics (SSE), where he holds a degree in Accounting and Financial Management and an MSc in Economics and Business. Martin focuses on European investments. About Kevin Rohnstock Kevin serves as the firm's General Counsel. Prior to joining KSL in 2011 as Chief Compliance Officer, Kevin served as Associate General Counsel of Royal Gold, Inc. from 2009 to 2011 and as Senior Corporate Counsel for Newmont Mining Corporation from 2005 to 2009. Kevin began his legal career in 2002 as an Associate in the Corporate and Securities Department of Brownstein Hyatt & Farber, P.C. Kevin is a former member of the Board of Trustees of the Legal Aid Foundation of Colorado. Kevin holds a B.A. from Holy Cross and a J.D. from the University of Denver. About Tina Yu Prior to joining KSL in 2011, Tina was an Investment Banking Analyst at Citigroup in the Real Estate group. Tina was awarded in 2018 The International Hotel Investment Forum (IHIF) and The International Society of Hospitality Consultants (ISHC) Young Leader Award and featured as one of the Influential Women in Hospitality by Hotel Magazine in 2018. Tina graduated magna cum laude from The University of Pennsylvania, where she holds a B.S. in Finance and Real Estate from the Wharton School and a B.A. in International Studies from the College of Arts and Sciences. Tina focuses on European investments. About KSL Capital Partners KSL Capital Partners, LLC is a private equity firm specializing in travel and leisure enterprises in five primary sectors: hospitality, recreation, clubs, real estate and travel services. KSL has offices in Denver, Colorado; Stamford, Connecticut; New York, New York; and London, England. KSL invests across three primary strategies through its equity, credit and tactical opportunities funds. KSL's current portfolio includes some of the premier properties in travel and leisure.

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