White Paper:
How to Engage Consumers on Financial Wellness
Get to know your customer's financial situation and needs, and help them improve their financial wellbeing
Predict and detect financial and life events such as job changes, home buying, and a tax refund to take proactive action
Connect your consumers to personalized products and services at the right time based on their current financial status and habits
Reduced Customer
Acquisition Cost
More
conversions
More
engagement rate
Deliver financial wellness tools such as goal setting and nudging in your online and mobile customer experiences
Drive targeted marketing campaigns and 1:1 customer journeys by leaveraging KapitalWise insights
Give your relationship managers deep insights and cross-sell leads in your CRM or though our dashboard
