Social networks
147Activities
Technologies
Entity types
Location
33 Rue du Mail, 75002 Paris, France
Paris
France
Employees
Scale: 2-10
Estimated: 1
Engaged corporates
0Added in Motherbase
1 year, 1 month agoReveal Opportunities.
Engage Efficiently.
Kaishen is a “conversational” wealth management Saas platform dedicated to financial / wealth advisors. We provide a permanent, targeted and personalized wealth diagnosis that enables more conversational customer engagement by revealing and prioritizing qualified opportunities. For more information : https://app.kaishen.io/discover
wealth management, financial services, family office, CRM Patrimonial, Diagnostic patrimonial, Wealth management conversationnel, Consolidation patrimoniale, and Connaissance client
Révélateur d'opportunités.
Accélérateur d’engagement.
Kaishen est plateforme SaaS de wealth management « conversationnel » dédiée aux conseillers financiers/patrimoniaux. Nous assurons un diagnostic patrimonial permanent, ciblé et personnalisé qui permet un engagement client plus conversationnel en révélant et priorisant des opportunités qualifiées.
Pour en savoir plus : https://app.kaishen.io/discover