Automated, Precise Customer Engagement

Kapitalwise no-code platform helps financial institutions to automate customer engagement by connecting internal data with customer-facing apps.

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Trusted by financial institutions of all sizes

Why Kapitalwise?

Activate

Break data silos and activate data for customer engagement

Automate

Automate customer facing and internal workflows

Analyze

Analyze engagement, conversions, and ROI

Connect with your clients like never before
with our turn-key, no-code platform

Data Aggregation

Financial Wellness Automation

Marketing Automation

Response Automation

AI/ML Driven

Combines AI/ML, analytics and deep learning

Apps

Financial calculators, micro investing, credit insights, and subscription analytics apps

Events and Triggers

Trigger workflow based on life, financial, and business events

Open API's

API's to integrate seamlessly with internal tools

No personally identifiable information (PII) required

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

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Hear From Our Clients and Partners

An API first platform

Seamlessly connect your internal tools with client facing apps with an API that financial institutions can implement quickly and securely.

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