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Effective URL: https://www.kapitalwise.com/?personId=4821f62ab20527802d8503da734cc24647034d5808f6f8cfa58c3734ab28597d&campaignId=64374cbb7c...
Submission: On April 14 via manual from US — Scanned from US
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Financial publishers and influencers: Elevate your earnings by integrating the
AdvisorConnect widget into your content.
* Products
FOUR PRODUCTS THAT CAN BE USED TOGETHER OR INDIVIDUALLY
SALESWISE
Scale up revenue with pre-qualified leads. Supercharge your sales process and
close more deals.
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SIGNALWISE
Scale personalization by transforming your data into moments of truth.
Learn More
MARKETINGWISE
Convert your contacts and leads into revenue through an easy-to-use marketing
platform.
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CONTENTWISE
Prewritten and Generative AI content for financial marketing.
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* Pricing
* Customer Login
* Blog
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Elevate your earnings by integrating the AdvisorConnect widget into your
content.
* Products
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* Marketingwise
* Contentwise
* Saleswise
* Pricing
* Blog
Get in touch
UNIFIED CLIENT ENGAGEMENT PLATFORM FOR FINANCIAL INSTITUTIONS
A CUSTOMER EXPERIENCE AUTOMATION CLOUD THAT BOOSTS CLIENT ACQUISITION AND
RETENTION BY CONNECTING DATA, CONTENT, AND INTERFACING.
GET STARTED FREE
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
Learn More
OR
Get Started Free
SALESWISE
Boost your client acquisition with automated lead generation through our
publisher partnerships.
FEATURES
* Pre-qualified Leads through Publisher Partnerships
* Deals, Tasks, and Pipeline Management
* Automated Lead-gen Widgets and Activity Tracking
Learn More
OR
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CONTENTWISE
Never pay for the content. Prebuilt content for financial marketing.
FEATURES
* CX Automation Templates
* Financial Blogs and Calculator
* Customer Facing Fintech Apps
Learn More
OR
Get Started Free
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
Learn More
OR
Get Started Free
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
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.
ANKUSH SAMANT
HEAD, DESIGN THINKING, STANDARD CHARTERED BANK
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.
SABRINA PARK
HEAD OF DIGITAL CREATIVE STRATEGY, BESMARTEE
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.
MICHAEL GILL
VICE PRESIDENT, FLORA BANK & TRUST
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.
BRENDAN HOLT DUNN
CEO, HOLDUN FAMILY OFFICE
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.
ANKUSH SAMANT
HEAD, DESIGN THINKING, STANDARD CHARTERED BANK
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.
SABRINA PARK
HEAD OF DIGITAL CREATIVE STRATEGY, BESMARTEE
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.
MICHAEL GILL
VICE PRESIDENT, FLORA BANK & TRUST
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.
BRENDAN HOLT DUNN
CEO, HOLDUN FAMILY OFFICE
‹›
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1
DEFINE BUSINESS GOAL
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SELECT AUTOMATION
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BRANDING
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Customer experience automation cloud
for financial institutions.
PRODUCTS
* Signalwise
* Contentwise
* Marketingwise
* Saleswise
RESOURCES
* Blogs
* Support Documentation
* Contact Support
* Terms of Service
* Privacy Policy
CONTACT
* 43 W 23rd St. 6th Fl.
* New York, NY, 10010
* +1.862.263.0788
* info@kapitalwise.com
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