NEW YORK, NY, September 13, 2024—Kapitalwise, a leading marketplace for high-intent investor prospects for financial advisors, today announced its integration with Redtail CRM, a widely-used customer relationship management tool in the wealth management industry. Kapitalwise offers Financial Advisors and Wealth Managers a unified client acquisition and retention platform. Through its AI-enabled platform, Kapitalwise provides the following services:
- Pre-qualified Leads: Through extensive partnerships with financial publishers and influencers, Kapitalwise sources pre-qualified and pre-vetted financial product leads, aiming to provide predictable marketing ROI for advisors.
- Engagement Builder: An AI-driven platform designed to help engage and convert prospects into clients.
“Our integration with Redtail aligns with our goal of providing advisors with an efficient platform to expand their book of business,” said Sajil Koroth, Founder and CEO of Kapitalwise. “This collaboration allows advisors to streamline the process of acquiring high-intent investor prospects, nurturing them into clients, and managing relationships through Redtail’s robust CRM tools.”
“The integration between Kapitalwise and Redtail CRM presents new opportunities for financial advisors seeking to improve their prospect engagement and conversion processes,” said Brian McLaughlin, President of Orion Advisor Tech. “By combining Kapitalwise’s AI-driven lead generation capabilities with Redtail CRM’s tools, advisors are empowered to streamline their prospecting efforts and build stronger client relationships.”
This integration enables Redtail customers to access a broader pool of pre-qualified, high-intent leads. Over time, advisors can leverage the growth potential of these partnerships as they become more established. The result is enhanced access to quality leads, potentially creating new opportunities for advisors in both the short and long term.
The Kapitalwise platform offers advisors greater insight into their lead generation process by providing detailed analytics on each customer’s journey from acquisition to conversion and beyond. This data-driven approach allows financial advisors to refine their campaigns and optimize their efforts for improved results.
For more information or to partner with Kapitalwise, visit: www.kapitalwise.com
About Kapitalwise: Kapitalwise provides a unified client acquisition and retention platform for Financial Advisors. Its AI-enabled platform offers a marketplace connecting consumers to financial advisors. The Engagement Builder platform is designed to help financial advisors track, analyze, and convert prospects into clients efficiently. Kapitalwise is headquartered in New York, NY.
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets (as of June 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.
1 Source: 2023 Top 100 RIA Firms, Barron’s, 2023.
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Kapitalwise Media Contact:
Jessica Gosselin at jessica@kapitalwise.com
+1.862.263.0788
StreetCred PR
orion@streetcredpr.com
Alexandra Lynn
alexandra@streetcredpr.com
929-317-4240
Natalie O’Dell
natalie@streetcredpr.com
717-818-2116
