Kapitalwise
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Engagement
Builder

Supercharge your customer engagement by leveraging
the power of data and personalized content.

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Dashboard Kapitalwise Apps Automation Audience Events Campaign Templates Accounts All Templates Create Templates Assests Content Smart Goal Recommend the right financial goals based on the life and financial events. Install Microsaving Save even the smallest amounts of money over time in order to get financial security over time. Install Freshworks Understand your customers inside-out with a 360° customer view. Install Credit Insights Credit Bureau score and tips to improve on the score. Install Hubspot you’ll never have to manually update reports or wonder how your team is tracking toward quota. Install Zapier It's easy to craft custom, automated solutions that fit the way you work. Install Wellness score A holistic view of the financial situations compared with their peer group. Install Salesforce CRM helps you ditch clunky processes and manual effort so you can get on with business. Install Microsoft Dynamics Automate self-service with virtual agents and rich knowledge-base portals. Install Investment Calculator College Savings Calculator Savings Calculator ARM Calculator Amoritization Calculator Personal Loan Calculator Investment Calculator College Savings Calculator ARM Calculator Amortization Calculator Your Current Savings Breakdown for 2025 Investment Starting Balance $7850 $7850 $25478 $25478 $259741 $259741 $1,47,825 $1,78,257.25 Account Total Contribution Balance Total Savings Calculator Personal Loan Calculator Starting Amount Starting Amount Additional Contribution $5000 $15000 Investment Balance Starting Amount Total Contribution Total Interest Earned Annual Percentage Yield(APY) $5000 12 7854 2.57% 1.54% Additional Contribution Calculate Calculate Loan Amount Monthly Payment Total Principal Paid Total Interest Paid Loan Terms(in years) Interest $5000 12 6.47% 1 2 3 4 5 6 7 8 9 10 $0 $10k $20k $30k $40k $0 $10k $20k $30k $40k 2021 2022 2023 2024 2025 $ 872.35 Show Amortization Schedule Credit scores are essential ratings that allow us to apply for loans, enjoy optimal interest rates, and prove to lenders that we are reliable with our money. How to know if getting a personal loan good for you How to know if getting a personal loan good for you 4 Types of identity theft Autofinance Funds Benefits How Debt relief affect your credit score How Debt relief affect your credit score Approximately 25% of Americans Have no money saved in any savings account. Only 23% have enough held in their emergency accounts to cover six months of expenses The rest are somewhere in the middle with some savings, Suppose you can catch up on your bills quickly. In that case, it will have compound impact on your credit score because an abundance of positive activity delinquent accounts will accelerate your score's recovery. However, suppose you are in the habit of applying for new credit cards and Loans often. In that case, this will show on your credit report as a negative impact because you may be a riskier borrower if you frequently need access Before applying for new credit, ask yourself if you really need it. Chances are there are other Solutions or offers that don't require a hard credit inquiry. However, suppose you are in the habit of applying for new credit cards and Loans often. In that case, this will show on your credit report as a negative impact because you may be a riskier borrower if you frequently need access to new. Credit scores are essential ratings that allow us to apply for loans, Credit Cards Whether you want lower interest rates or more rewards and benefits the right card plan is out there for you. Whether you want lower interest rates or more rewards and benefits the right card plan is out. Looking to finance a new or used car? Explore your options without affecting your credit score. Explore your options and You can see if you do in . Lowest rates include the auto-debit discount. IRAs are special accounts you can set up now, and Find out more about your home worth and how you can make Name of card Insert name of card Annual fee XX$ Purchase Rate X% - X% Auto Finance Home Equity Finance a car Variable Rate What is it? Equity Rates Bank Fees Save more on your bank fees with card 2000! Looking to finance for students loan? Request Card Students Loan Retirement Account start your individual retirement account now Credit Card Bank Loan Auto Finance Student Loans Home Equity Retirement Savings Credit Card Red Theme Bank Loan Red Theme Auto Finance Green Theme Students Loan Green Theme Home Equity Blue Theme Savings Blue Theme Select a template Apps Calculators Blogs Email Themes

Features

Signals & Analytics

Data driven approach to identify the moments of truth to engage with customers

Content Library

Compliant and customizable marketing content developed by experts

Micro App Store

Third-party fintech apps integrated with the Kapitalwise platform

Convert your customer data into engagement magic

Boost your customer experience with unparalleled personalization.

Learn How

Embedded Apps and Widgets

Pay only for the tools that are active and used by the clients.

Vestorly

Discover, filter, and personalize content with Vestorly’s Content Management Engine

Smart Goals

Recommend the right financial goals based on
the life and financial events

Micro Investing

Help them start investing. Round-up investing
and robo-recommendations

Wellness Score

A holistic view of the financial situations compared with their peer group

Budgeting

Help them plan their spending. Get notified when overspending on a category

Credit Insights

Credit Bureau score and tips to improve on the score

Calculators

A wide array of calculators, from college savings calculator to retirement planning

Nudges

Calculate future cash flow and nudge to save towards life goals

Subscription Insights

Recurring and subscription transaction management tools

Integrations

Extend and connect with internal tools.

Hubspot

Enhance your customer relationship management by integrating Kapitalwise with Hubspot CRM.

MS Dynamics

Connect and create sales deals in your favorite CRM platform.

Salesforce

Integrate every part of your company that interacts with customers.

Freshworks

Connect with Freshworks and delight your customers and employees.

Zoho

Design a perfect CRM for your team by integrating Kapitalwise with Zoho.

100+ Integrations

Leverage the power of your data and insights without switching the tools that work for you.

Deployment ready

Go up and running in 24 hours.

White Labeled

Use the white-labeled no-code platform and customize the interface according to your needs. Build, Deploy and Operate in minutes without any IT support.

API

Easy to use REST APIs developed using customer-centric principles. Well-documented APIs for faster on-the-go deployments.

Hybrid

We undersyand data privacy is key to our customers. With hybrid deployments, keep data sensitive modules on premise and leverage the SaaS platform for content and engagement building.

150% improvement in customer engagement

Calculators, goal setting, micro investing and credit insight apps

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