Build Your Book by Attracting High Net Worth Clients
Most wealth management brands focus almost exclusively on the mass affluent, ignoring this extremely lucrative tier boasting at least $10 million in assets. Fearing projected…
Category: Banking
Four Financial Advisor Client Acquisition Strategies For Millennials And Gen Z
Attracting millennial and Gen Z clients presents a major opportunity for financial advisors. However, traditional client acquisition approaches often fall flat with these new generations.…
4 Quantifiable Benefits of Switching to Kapitalwise for Your Marketing and Lead Generation Needs
In today’s fast-paced business landscape, effective marketing and lead generation are paramount to staying ahead of the competition. If you’re currently using a marketing/lead gen…
Financial Content: Generative AI vs. Bespoke
Generative AI content tools like ChatGPT can help bridge the gap between a human writer and automated investment content. By leveraging natural language processing (NLP)…
Interview with an Innovative Community Banker
As fintechs continue to disrupt the financial industry, incumbent financial institutions are looking for ways to stay ahead of the curve. One way these institutions…
Why are Customer Journey Maps Important?
Touchpoints can span multiple months or even years for financial service customers with offline and online interactions. The siloed nature of service delivery and insular…
How Kapitalwise Leverages Data, without Compromising Privacy
Leveraging customer data has been the key driver of growth for many of the most successful companies over the past 10 years. Companies like Netflix…
The no-code revolution is here, why banks should be a part of it
When it comes to technology evolution in the next decade we will see no-code applications dominating the development of new products, especially when it comes…
Banks Customer Journey and AI
Customer journey includes different phases that go from customer acquisition until customer retention. Thanks to the new technology, marketers and business owners can use the…
Financial Wellbeing: What Your Customers Look For
This article aims to shortly explain why financial wellbeing is important for people and also suggest some books for the holiday period, which can help…