“Best-in-Class” Technology Platform
Known throughout the industry as the most innovative financial planning platform in Canada, CANi members have exclusive access to the most powerful technologies that are focused on supporting the needs of the successful financial planner.
The Genie™ For Financial Planners
Built on Salesforce.com, The Genie™ For Financial Planners is a proven, state of the art CRM with a robust, automated lead generation marketing platform designed to deliver a consistent stream of leads to your inbox daily.
The Engagement Studio™ provides automated lead nurturing to encourage prospective clients to book an initial meeting with you through your own, online scheduler that ties directly into your calendar.
The CANi Academy™ is an online sales training academy with hundreds of proven sales process videos to assist you in properly articulating your value as a fee based financial planner to your marketplace to properly capitalize on the stream of new initial appointments being generated by the system.
Through your own merchant account, you are able to accept credit cards for your financial planning fees, showing you in a very progressive and professional light.
CANiWorld™
You also have the financial planner’s office of the future at your fingertips.
A unique and amazing part of The CANi Financial Planning Syndicate are that members and support staff are available “in-world.”
Attend live training sessions, speak with head office support and attend the weekly financial planner networking sessions designed to keep you in touch with what’s working (and what’s not) from other members.
CANiWorld™ in the News
Google Chat
A real time messaging platform built for teams.
Google Chat makes it easy for teams to be able to get their work done in one place. From direct messages to group conversations. Chat helps teams collaborate easily and efficiently. With dedicated virtual rooms plus threaded conversations, Chat makes it simple to track progress and follow up tasks. Each room can support up to 8,000 members.
