Ep. 241 – CapIntel Co-Founder & CRO, Rob Crnkovic

Nov 26, 2022

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   


Connect with Rob Crnkovic: LinkedIn 

CapIntel – https://capintel.com


Connect with Cameron: Website | LinkedIn

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Written By Cameron Herold

Written By Cameron Herold

Cameron Herold is known around the world as THE CEO WHISPERER. He is the mastermind behind hundreds of companies’ exponential growth. Cameron’s built a dynamic consultancy: his current clients include a “Big 4” wireless carrier and a monarchy. What do his clients say they like most about him? He isn’t a theory guy—they like that Cameron speaks only from experience. He earned his reputation as the CEO Whisperer by guiding his clients to double their profit and double their revenue in just three years or less. Cameron is a top-rated international speaker and has been paid to speak in 26 countries. He is also the top-rated lecturer at EO/MIT’s Entrepreneurial Masters Program and a powerful and effective speaker at Chief Executive Officer and Chief Operating Officer leadership events around the world.

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