Our customers see up to 3.5X ROI with Kapitalwise.
Traditional CRMs are systems of records that run in silos. Modern financial institutions need a solution built on data flow to leverage internal data and better engage with customers.
Scale personalization by transforming your data into moments of truth.
Unified Customer Profile View
AI Signals and Moments of Truth
Financial Behavior Segmentation
Boost your client acquisition with automated lead generation through our publisher partnerships.
Pre-qualified Leads through Publisher Partnerships
Deals, Tasks, and Pipeline Management
Automated Lead-gen Widgets and Activity Tracking
Never pay for the content. Prebuilt content for financial marketing.
CX Automation Templates
Financial Blogs and Calculator
Customer Facing Fintech Apps
Convert your contacts and leads into revenue through an easy-to-use marketing platform.
Email and SMS Marketing
Landing Pages and Analytics
UTM & Customer Journey
Kapitalwise "Signals" technology enables us to leverage the power of personal data without any data sharing.
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.
Increase cross-sell, improve loyalty, etc.
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