Measure financial wellbeing and help your customers improve over time
Forecast future balances to power nudges when there’s excess to save or invest
Recommend a financial goal to customers based on their current status and habits
Detect financial and life events, such as job changes, to provide proactive support
Understand the digital savviness and habits of customers for better targeting
Use behavioral patterns to predict which customers may need any given product
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
