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Our guest today is CapIntel’s Co-Founder and CRO, Rob Crnkovic.
CapIntel is a B2B wealth management platform for financial advisors and asset managers that enables them to save time, and easily articulate the value of investments to their customers.
Rob joined CapIntel with over 10 years of B2B sales leadership experience as a former executive at Slack, Salesforce, and Plaid. He led high-performing teams focused on the Financial Services Industry and has successfully applied his experience to build small but mighty sales teams that continue to scale quickly.
Through his sales leadership, CapIntel has inked major deals with some of the biggest names in the wealth management industry, including BMO Global Asset Management, IG Wealth Management, Canada Life, and Equitable Life.
In This Conversation We Discuss:
- What lessons Rob learned from Salesforce that he carried with him into CapIntel
- What secrets Rob can pass on for those learning to do enterprise sales
- How to resist the urge to create every customer request and focus on giving them what they need
- How banks are deciding what systems to integrate with to fit their needs
Resources:
Connect with Rob Crnkovic: LinkedIn
CapIntel – https://capintel.com
Connect with Cameron: Website | LinkedIn
Get Cameron’s latest book “Meetings Suck: Turning One of The Most Loathed Elements of Business into One of the Most Valuable
Get Cameron’s online course – Invest In Your Leaders
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