Every customer is differentUnderstanding their needs is the key to shared success

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  • Healthy Customers
  • Intelligent Cross-Sell
  • Strong Brand Loyalty

The KapitalWise AI Platform Provides

Financial Wellness Scoring

Measure financial wellbeing and help your customers improve over time

Cash Flow Forecasting

Forecast future balances to power nudges when there’s excess to save or invest

Smart PFM Tools

Recommend a financial goal to customers based on their current status and habits

Event Detection

Detect financial and life events, such as job changes, to provide proactive support

Smart Segmentation

Understand the digital savviness and habits of customers for better targeting

Product Recommendation

Use behavioral patterns to predict which customers may need any given product

Accelerate Customer Acquisition and Improve loyalty

70%

Reduced Customer
Acquisition Cost

6x

More
conversions

15%

More
engagement rate

Insights are available in APIs for any of your channels

Deliver financial wellness tools such as goal setting and nudging in your online and mobile customer experiences

Drive targeted marketing campaigns and 1:1 customer journeys by leaveraging KapitalWise insights

Give your relationship managers deep insights and cross-sell leads in your CRM or though our dashboard

Clients & Partnerships

Let us help you take action!

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