The future of financial customer experience begins here

A financial experience automation cloud delivering unparalleled engagement by connecting data, content, and interfacing.
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Our customers see up to 3.5X ROI with Kapitalwise.

Trusted by financial institutions of all sizes

Connecting the dots between data, content, and customer experience

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.

One platform with an all-in-one pricing

Signalwise

Scale personalization by transforming your data into moments of truth.

Features
  • Unified Customer Profile View
  • AI Signals and Moments of Truth
  • Financial Behavior Segmentation

Contentwise

Never pay for the content. Prebuilt content for financial marketing.

Features
  • CX Automation Templates
  • Financial Blogs and Calculator
  • Customer Facing Fintech Apps

Marketingwise

Convert your contacts and leads into revenue through an easy-to-use marketing platform.

Features
  • Email and SMS Marketing
  • Landing Pages and Analytics
  • UTM & Customer Journey

Saleswise

Lead management tool built to close more deals. Integrate with your favorite apps and automate tedious tasks.

Features
  • Automate Lead Generation
  • Deals, Tasks, and Pipeline Management
  • Lead Activity Tracking

No personally identifiable information (PII) required.

Kapitalwise "Signals" technology enables us to leverage the power of personal data without any data sharing.

Learn How

Hear from our customers

Go Live in Just Three Steps

1

Define Business Goal

Increase cross-sell, improve loyalty, etc.

2

Select Automation

Pick one of our templates or create a new one

3

Branding

Adjust the colors and themes

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