Enright added that the agency’s associate has robust safety and expertise to make sure that CI Wealth shoppers’ cash and knowledge is protected.
“In consequence, our options will remove the often-painful expertise of ready a number of enterprise days to maneuver cash into or out of your funding account whereas sustaining the best requirements of belief and security,” he mentioned.
Neo’s tech signifies that CI Wealth shoppers may have entry to a single platform with streamlined account software and seamless switch between deposit and funding accounts. They may even be capable to achieve cashback rewards utilizing Neo’s card program with greater than 11,000 cashback companions.
Wealth administration
The partnership additionally enhances the vary of providers out there to Neo’s shoppers who will be capable to entry wealth administration and funding providers from CI Monetary each in particular person and through the agency’s platform.
“We selected to associate with CI Monetary as a result of, as an impartial advisory group, we imagine they provide unbiased recommendation with a concentrate on offering the absolute best funding merchandise to their shoppers, with each proprietary and third-party options,” mentioned Andrew Chau, CEO of Neo Monetary. “This collaboration completely aligns with our mission to rework on a regular basis banking by mixing progressive expertise with distinctive monetary providers. Our purpose is to make monetary administration easy and rewarding, and this collaboration permits us to ship top-tier safety, comfort, and worth on to customers.”