Editing Kapitalwise
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== Problem == | == Problem == | ||
== Financial institutions lack personalized customer engagement == | |||
=== 8 in 10 consumers would switch financial institutions for a better experience. === | |||
As Millennials and Generation Z come of age, they’re expecting a seamless user experience on par with all other technology they are used to. For financial institutions to truly keep up with the modern-day customer, they need to customize and personalize their customer experience – empowering the individuals to feel in charge of their finances. | As Millennials and Generation Z come of age, they’re expecting a seamless user experience on par with all other technology they are used to. For financial institutions to truly keep up with the modern-day customer, they need to customize and personalize their customer experience – empowering the individuals to feel in charge of their finances. | ||
=== Modern financial institutions have lean sales and marketing teams that need a customer engagement tool built on AI and data flow. For them... === | === Modern financial institutions have lean sales and marketing teams that need a customer engagement tool built on AI and data flow. For them... === | ||
* Leveraging data and insights are often squandered Financial institutions' sales and marketing teams often don't have the tools and resources to leverage internal data for customer engagement. | |||
Financial institutions' sales and marketing teams often don't have the tools and resources to leverage internal data for customer engagement. | * Sourcing the right content Sourcing engagement content and screening it for compliance is challenging and time-consuming. | ||
* Engineering cost Building, testing, and analyzing AI models and customer engagement scenarios are expensive. | |||
engagement content and screening it for compliance is challenging and time-consuming. | |||
Building, testing, and analyzing AI models and customer engagement scenarios are expensive. | |||
== Solution == | == Solution == | ||
== A no-code customer engagement platform built on data and AI == | |||
KapitalWise has built a platform that aims to help financial institutions' relationship managers and marketing teams elevate their work with new, relevant insights into their client’s financial life, and better help customers achieve their financial goals. | KapitalWise has built a platform that aims to help financial institutions' relationship managers and marketing teams elevate their work with new, relevant insights into their client’s financial life, and better help customers achieve their financial goals. | ||
* Moments of truth Data-driven approach to identify the moments of truth to engage with customers. | |||
Data-driven approach to identify the moments of truth to engage with customers. | * Engagement content Customized and ready-to-use marketing content and customer-facing apps developed by experts. | ||
* Engagement builder Build, pilot, and deploy new customer experiences without IT support. | |||
Customized and ready-to-use marketing content and customer-facing apps developed by experts. | |||
Build, pilot, and deploy new customer experiences without IT support. | |||
== Product == | == Product == | ||
== Kapitalwise: no-code customer engagement == | |||
Kapitalwise has created a way to extract behavioral insights from financial information on a massive scale. We believe that with the insights we can provide, financial institutions will be able to create the customer experience that everyone wants. | Kapitalwise has created a way to extract behavioral insights from financial information on a massive scale. We believe that with the insights we can provide, financial institutions will be able to create the customer experience that everyone wants. | ||
* Signalwise Data aggregation and AI to detect "Moments of Truth" and predict "Next Best Action" to engage customers. | |||
* Contentwise Apps, tools, and financial education content with pre-built engagement automation templates. | |||
* Marketingwise Email, SMS, Web Analytics, and Social Media marketing automation. | |||
* Saleswise Lead management tools built to close more deals. Manage pipeline, tasks, notes, and meetings. | |||
Email, SMS, Web Analytics, and Social Media marketing automation. | |||
Lead management tools built to close more deals. Manage pipeline, tasks, notes, and meetings. | |||
== Traction == | == Traction == | ||
== 300% increase in managed customer accounts == | |||
=== From Q4 '21 to Q1 '22 === | |||
Kapitalwise has graduated from the Barclays Techstars and Fintech Innovation Lab and received over $950K investments from investors and accelerators, including Techstars, Breega Capital, and the Independent Community Bankers of America (ICBA). We have dozens of customers using our platform ranging from global Tier-1 banks to B2C fintechs. We also have paid evaluation contracts signed with large Tier-1 banks like Bank of America and Barclays South Africa (ABSA). | Kapitalwise has graduated from the Barclays Techstars and Fintech Innovation Lab and received over $950K investments from investors and accelerators, including Techstars, Breega Capital, and the Independent Community Bankers of America (ICBA). We have dozens of customers using our platform ranging from global Tier-1 banks to B2C fintechs. We also have paid evaluation contracts signed with large Tier-1 banks like Bank of America and Barclays South Africa (ABSA). | ||
Booked ARR: $120K | |||
=== Financial Projections* === | === Financial Projections* === | ||
''* Click here for important information regarding Financial Projections'' ''which are not guaranteed.'' | |||
''* | |||
== Customers == | == Customers == | ||