Value proposition

Modernizing omnichannel client acquisition for financial advisors

Kapitalwise offers a unified client acquisition and retention platform for financial advisors. Through a powerful AI-enabled platform, Kapitalwise provides the following services:

Pre-qualified Leads: Predictable marketing ROI is critical for financial advisors. Through our extensive partnerships with financial publishers and influencers, we source pre-qualified and pre-vetted investor leads for financial professionals.

Engagement Builder: An easy-to-use AI platform that help teams connect internal data, derive insights, automate business processes, create marketing campaigns, and automate sales on a single platform. Kapitalwise also offers over 5000+ financial blogs, calculators, and email templates to reduce the pain of sourcing complaint-vetted content for financial marketing.

Connect Widgets: Foster and deepen your subscribers' trust by empowering them to access tailored financial products and resources that align perfectly with their financial objectives. Publishers and influencers can generate additional income by placing the Connect Widgets in their content.

Predictive Analytics, Wealth Management , Fintech, Artificial Intelligence, SaaS, Customer Engagement, Marketing Automation Platform, Lead Generation , Pre-qualified Leads, Generative AI, Financial Advisors, and Investor Prospects