Think beyond marketing automation. Treat every customer as your most valuable customer by personalizing their digital experience.
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Analyze and recommend personalized apps, offers, and content based on customers’ financial situations and data signals
A wide array of tools and recommendations provide you with an option to choose to meet your business objectives
Financial education content to keep your customers educated and engaged. Guide them through a personalized financial plan
Leverage the power of your data without any IT or engineering support.
Extend and connect with internal tools.
HubspotEnhance your customer relationship management by integrating Kapitalwise with Hubspot CRM.
MS DynamicsConnect and create sales deals in your favorite CRM platform.
SalesforceIntegrate every part of your company that interacts with customers.
FreshworksConnect with Freshworks and delight your customers and employees.
ZohoDesign a perfect CRM for your team by integrating Kapitalwise with Zoho.
Leverage the power of your data and insights without switching the tools that work for you.
Go up and running in 24 hours.
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.
Calculators, goal setting, micro investing and credit insight apps
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