--- title: CapIntel Customer Story | The Pacific Financial Group description: Discover the impact of CapIntel's partnership with The Pacific Financial Group. Download the customer story to get insights into key impact areas. image: https://hs.capintel.com/hubfs/Hero%20Image_tpfg%20customer%20story-01.jpg --- [![CapIntel Logo_Black_Transparent-1](https://hs.capintel.com/hs-fs/hubfs/CapIntel%20Logo_Black_Transparent-1.png?width=120&height=25&name=CapIntel%20Logo_Black_Transparent-1.png "CapIntel Logo_Black_Transparent-1")](https://capintel.com/?utm_campaign=FY24%2002%20%7C%20NA%20%7C%20Future%20of%20Wealth%20Brochure&utm_source=paid-social-logo) ### CUSTOMER STORY ![tpfg logo-1](https://hs.capintel.com/hs-fs/hubfs/tpfg%20logo-1.png?width=100&height=55&name=tpfg%20logo-1.png) # How The Pacific Financial Group Leveraged Technology to Transform the Advisor Experience and Relationship   Get insights into the success of our partnership with The Pacific Financial Group, an American wealth management innovator and leader in Self-Directed Brokerage Account Management, including 3 key impact areas and metrics.   [![Download Now](https://no-cache.hubspot.com/cta/default/4590717/81839e78-8981-4982-b7c6-2a115fc0c893.png)](https://cta-redirect.hubspot.com/cta/redirect/4590717/81839e78-8981-4982-b7c6-2a115fc0c893) ![CapIntel Case study preview](https://hs.capintel.com/hubfs/CapIntel%20Case%20study%20preview.png "CapIntel Case study preview") ### The status quo is not an option # The Future of Wealth The next generation of investors demands a new client experience. Learn how the future of wealth is changing and how you can keep up. [![Download](https://no-cache.hubspot.com/cta/default/4590717/bd88b560-8e08-4d82-af92-16a692a6a0c3.png)](https://cta-redirect.hubspot.com/cta/redirect/4590717/bd88b560-8e08-4d82-af92-16a692a6a0c3) ![Stairs2-1](https://hs.capintel.com/hubfs/Stairs2-1.png "Stairs2-1") ## Get the full story to discover... - The success of implementing technology to improve business practices... - The enhancements made to help improve advisor experiences and relationships with wholesalers... - How wholesalers can tell compelling stories about their funds to empower advisors and their clients... - How many admin hours are being saved after implementing CapIntel... [![Download Now](https://no-cache.hubspot.com/cta/default/4590717/81839e78-8981-4982-b7c6-2a115fc0c893.png)](https://cta-redirect.hubspot.com/cta/redirect/4590717/81839e78-8981-4982-b7c6-2a115fc0c893) ## CapIntel Inc., 2022         [Privacy Policy](https://capintel.com/privacy)