Automated and precise client interaction for financial institutions


Connecting data and client engagement to reach unprecedented scale.

Enable interactive financial wellness tools, connect data to your clients better than ever, and deliver whenever your clients need you. All through turn-key integrations delivered through Kapitalwise.

Final Homepage illustrationData aggregationNo-code platform(AI, Analytics, Experience)Sales automationMarketing automationOnboarding automationFinancial wellness automation

Our Clients Do More With Less

Cost

55%

Marketing Cost
Reduction

Adoption

6x

Higher Deliverability &
Adoption

Revenue

3x

More Digital
Revenue

Seamless Automation & Unprecedented Client Insight

Digital Workflows

Automate client interactions and proactively address client needs, achieving unmatched levels of scalability and adoption.

Turn-Key Adoption

Kapitalwise is built to take your institution to the digital era. Let us do the coding. You focus on the bigger picture.

Client Insight

Through Kapitalwise data and integrations, see your clients more comprehensively than ever before possible.