Boost your customer experience with unparalleled personalization.
Compliant and customizable marketing content developed by experts. Email Templates, Calculators, and Blogs.
Third-party fintech apps integrated with the Kapitalwise platform.
Financial education content to keep your customers educated and engaged. Jargon-free personal stories, quizzes, videos, podcasts.
Earn loyalty as a partner in their financial journey.
Pay only for the tools that are active and used by the clients
Recommend the right financial goals based on the life and financial events and nudge them to achieve those goals.
Help them start investing. Round-up investing and robo-recommendations.
A holistic view of the financial situations compared with their peer group.
Help them plan their spending. Get notified when overspending on a category.
Credit Bureau score and tips to improve on the score.
Launch modern financial calculators in minutes and build intelligent lead-gen automation based on usage.
Calculate future cash flow and nudge to save towards life goals.
Recurring and subscription transaction management tool.
Three options, and switch between deployments seamlessly.
SaaS hosted on our SOC-2 compliant Amazon AWS cloud. Start building in minutes.
Host our micro-services on your cloud or on-prem hardware. 24/7 support and fully managed by the Kapitalwise IT team.
Data privacy is key. Never share any Personally identifiable information (PII). Our hybrid deployment option lets you run the data-sensitive modules on internal systems that seamlessly integrate with our SaaS platform.
