Payjo White Paper: How to Engage Consumers on Financial Wellness

Every customer is differentUnderstanding their needs is the key to shared success

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  • Loyal Customers
  • Intelligent Cross-Sell
  • Strong Brand Identity

The KapitalWise Customer Analytics Platform Provides

Retail Customer Engagement Platform

A platform detects and predicts more than sixty personal, financial, and credit events that are relevant to reengaging your retail customers

  • Holistic view of your customer profile by combining first-party data with external data sources
  • Predict and detect life events, financial events, and credit events
  • Build quick marketing campaigns with pre-designed templates
  • Track consumer engagements, ROI and Economic Value
  • Detect third-party products owned by your customers and offer competitive deals
  • C-Level dashboard with insight on opportunities, attrition predictions, and projections

Small Business Customer Engagement Platform

Be the first one to know what your privately held business customers need by combining bank data with third-party data and open web data

  • More than thirty small-business triggers such as businesses considering measurable expansion (office space, staffing, etc.)
  • A platform that aggregates more than ten different privately held business data providers
  • Continues monitoring and fully automated marketing campaigns
  • Track consumer engagements, ROI and Economic Value
  • C-Level dashboard with insight on opportunities, attrition predictions, and projections

Accelerate Customer Acquisition and Improve loyalty

70%

Reduced Customer
Acquisition Cost

6x

More
conversions

15%

More
engagement rate

Engage your customers to build their financial success

Easy to use and simple to integrate SaaS dashboard with zero core-banking integration. Deploy our predictive marketing platform in less than 24 hrs.

Give your relationship managers deep insights and cross-sell leads in your CRM through our API integration

Drive targeted marketing campaigns and 1:1 customer journeys by leveraging KapitalWise Campaign Dashboard

Clients & Partnerships

Let us help you take action!

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