Publisher or influencer? Explore how to skyrocket content monetization
A customer experience automation cloud that boosts client acquisition and retention by connecting data, content, and interfacing.
Boost your client acquisition with automated lead generation through publisher partnerships.
Maximize your marketing ROI with pre-qualified leads.
Receive leads who are already interested in your services.
Pay-as-you-go pricing with no minimum commitment.
Convert your contacts and leads into revenue through an easy-to-use client engagement builder platform.
AI signals and Moments of Truth.
Engagement automation with templates and content.
Detailed analytics and customer journey tracker.
Generate additional income by placing the Connect Widgets in your financial content.
Skyrocket your content monetization.
Gain subscribers' trust and loyalty.
Free and easy to start. All you have to do is drop the little Connect Widget code into your content.
The only platform that sends you pre-qualified leads and provides you with a set of tools, content, data, and analytics to track and convert those leads into clients.
Learn How
The Kapitalwise team doesn’t simply offer a technology platform. They give us strategic advice from a customer experience automation perspective and excellent digital content to leverage data to serve our customers better.
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.
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.
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.
Investable Income, Age, Zip Code, etc. Our match engine will make sure you get the right leads.
Pick one of our automation templates or create a new one from scratch to engage and convert the leads.
Adjust the colors and themes to match your brand. Use our AI signals and analytics for personalization.
