Robert Crnkovic

Co-Founder & CRO at CapIntel

Robert (Rob) Crnkovic is the Co-Founder and Chief Revenue Officer (CRO) of CapIntel, a B2B wealth management platform for financial advisors and asset managers.1 2 Here are some key details about his background and role:

Professional Experience

Rob joined CapIntel as Co-Founder and CRO in August 2021.2 Prior to this, he served on CapIntel's Advisory Board from June 2019 to August 2021.2

Before CapIntel, Rob had over 10 years of B2B sales leadership experience in the tech industry, including executive roles at:

Slack: Head of NA Financial Services (Feb 2021 - Aug 2021)
Plaid: Head of NA Banking/Wealth & Canadian Market Sales Leader (Nov 2019 - Feb 2021)
Salesforce: Various sales leadership roles (2012-2019)

Role at CapIntel

As CRO, Rob leads CapIntel's sales efforts. Under his leadership, the company has secured major deals with prominent names in the wealth management industry, including BMO Global Asset Management, IG Wealth Management, Canada Life, and Equitable Life.1

Expertise

Rob has extensive experience in:

B2B sales leadership
Financial services industry
Building and scaling high-performing sales teams
Enterprise-level sales

Education

Rob attended Wilfrid Laurier University.2

Rob's experience in both the tech and financial services sectors has been instrumental in driving CapIntel's growth and success in the wealth management technology space.

Highlights

Oct 23 · eb.domino.cloud.capintel.com

Carving the path towards elevated personal finance - CapIntel

Jan 16 · youtube.com

CapIntel's Co-Founder and CRO, Rob Crnkovic (Podcast 241)

Nov 26 · cooalliance.com

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

Experience

Co-Founder & CRO at CapIntel (August 2021 - Present)

Advisory Board at CapIntel (June 2019 - August 2021), Head Of NA Financial Services at Slack (February 2021 - August 2021), Head NA Banking/Wealth & Canadian Market Sales Leader at Plaid (November 2019 - February 2021)