Automation Template
Pre-built client experience automation templates designed with financial professionals in mind.
Treat every client as your most valuable client by personalizing their digital experience.
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Boost your client engagement with insights from top-performing campaigns in your industry.
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Pre-built client experience automation templates designed with financial professionals in mind.
Data-driven approach to identify the moments of truth from CRM data to engage with clients.
Collect data and activities from all sources and build a Unified Client Profile. Derive actionable insights that empower strategic decision-making across your organization
The digital marketing platform for financial professionals who think beyond their assets under management.
Learn HowAll features are included as part of the plan. No additional costs or setup fees.
Compliant and customizable marketing content developed by experts. Email Templates, Financial Calculators, and Blogs.
5,000+ financial education content to keep your clients educated and engaged. Jargon-free personal stories, quizzes, videos, and podcasts.
Create engaging email campaigns in minutes using beautiful email templates designed for financial professionals.
Make text messaging part of your marketing with intuitive engagement workflows.
Run campaign variations and analyze what works best for your clients.
Gain visibility into the behavioral attributes that make up client engagement and learn how those attributes influence the path to conversion.
Track the effectiveness of your campaigns and identify common user touchpoints on the path to conversion.
Understand your website visitor traffic and build workflows to reengage them.
Seamlessly integrate with your CRM platform and maintain consistency between your marketing and sales teams.
Three options, and switch between deployments seamlessly
SaaS hosted on our SOC-2 compliant Amazon AWS cloud. Start building in minutes.
Protect PII with HybridDeployment Run sensitive modules internally, seamlessly integrated with our SaaS platform.
Host our micro-services on your cloud or on-prem hardware. 24/7 support and fully managed by the Kapitalwise IT team.