CAPIS COO David Choate and CAPIS Director of Plan Sponsor Services Tim Conway were recently featured on At the Forefront: Fintech Conversations to discuss CAPIS’ acquisition of TD Securities’ plan sponsor services business. The episode explores why this was a strategic fit, how the integration has progressed and what it means for clients moving forward. David and Tim also highlight the positive response from long-standing clients, who welcomed the continuity and expertise the team brings.
The acquisition brings three seasoned professionals — Tim Conway, Pervy Modi Patel and Laura Franks — to CAPIS, enhancing our capabilities in commission recapture and reinforcing our long-standing commitment to the plan sponsor community. With onboarding nearly complete, CAPIS is well-positioned to deliver an even broader suite of services, supported by deeper client relationships and proven industry expertise.
Watch the full episode to learn more about what this milestone means for our clients, our team and the future of plan sponsor services at CAPIS.