Unified Client Acquisition and Retention Platform for Financial Institutions

Kapitalwise offers a unified client acquisition and retention platform for Financial Institutions. Through a powerful AI-enabled platform, Kapitalwise provides the following services:

Pre-qualified Leads: Predictable marketing ROI is critical for financial institutions. Through our extensive partnerships with financial publishers and influencers, we source pre-qualified and pre-vetted financial product leads for our clients.

Engagement Builder: An easy-to-use AI platform that help teams connect internal data, derive insights, automate business processes, create marketing campaigns, and automate sales on a single platform. Kapitalwise also offers over 5000+ financial blogs, calculators, and email templates to reduce the pain of sourcing complaint-vetted content for financial marketing.

Connect Widgets: Foster and deepen your subscribers' trust by empowering them to access tailored financial products and resources that align perfectly with their financial objectives. Publishers and influencers can generate additional income by placing the Connect Widgets in their content.

Predictive Analytics, Wealth Management , Fintech, Artificial Intelligence, SaaS, Customer Engagement, Marketing Automation Platform, No-code workflow engagement, Lead Generation , Pre-qualified Leads, and Generative AI