Customer Experience Automation

Think beyond marketing automation. Treat every customer as your most valuable customer by personalizing their digital experience.



Plug and Play

Analyze and recommend personalized apps, offers, and content based on customers’ financial situations and data signals

Contextual Tools

A wide array of tools and recommendations provide you with an option to choose to meet your business objectives

Financial Literacy

Financial education content to keep your customers educated and engaged. Guide them through a personalized financial plan

A fully integrated digital experience automation suite

Leverage the power of your data without any IT or engineering support.


Extend and connect with internal tools.


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

MS Dynamics

Connect and create sales deals in your favorite CRM platform.


Integrate every part of your company that interacts with customers.


Connect with Freshworks and delight your customers and employees.


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.


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


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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