The future of financial customer experience begins here

A financial experience automation cloud delivering unparalleled engagement by connecting data, content, and interfacing.
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Our customers see up to 3.5X ROI with Kapitalwise.

Trusted by financial institutions of all sizes

Connecting the dots between data, content, and customer experience

Traditional CRMs are systems of records that run in silos. Modern financial institutions need a solution built on data flow to leverage internal data and better engage with customers.

One platform with an all-in-one pricing

Signalwise

Scale personalization by transforming your data into moments of truth.

Features
  • Unified Customer Profile View
  • AI Signals and Moments of Truth
  • Financial Behavior Segmentation
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Contentwise

Never pay for the content. Prebuilt content for financial marketing.

Features
  • CX Automation Templates
  • Financial Blogs and Calculator
  • Customer Facing Fintech Apps
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Marketingwise

Convert your contacts and leads into revenue through an easy-to-use marketing platform.

Features
  • Email and SMS Marketing
  • Landing Pages and Analytics
  • UTM & Customer Journey
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Saleswise

Lead management tool built to close more deals. Integrate with your favorite apps and automate tedious tasks.

Features
  • Automate Lead Generation
  • Deals, Tasks, and Pipeline Management
  • Lead Activity Tracking
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No personally identifiable information (PII) required.

Kapitalwise "Signals" technology enables us to leverage the power of personal data without any data sharing.

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Hear from our customers

Financial institutions need to be prepared with such agile and easy to deploy tools for better customer engagement where digital transactions are becoming the new normal.

Brendan Holt Dunn

CEO, Holdun Family Office

We partnered with the Kapitalwise team because of their out of the box thinking around customer financial wellness and engagement. Along the partnership journey, we also realized some immense value that the team brought along – agility, a customer-centric mindset, and a collaborative approach to building memorable products.

Ankush Samant

Head, Design Thinking, Standard Chartered Bank

We are using Kapitalwise for managing our inbound and outbound lead generation. So far we have seen a tremendous increase in the number and quality of the lead. If you are stuck, their support team is always there to help you.

Sabrina Park

Head of Digital Creative Strategy, BeSmartee

Go Live in Just Three Steps

1

Define Business Goal

Increase cross-sell, improve loyalty, etc.

2

Select Automation

Pick one of our templates or create a new one

3

Branding

Adjust the colors and themes

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