Company Background

Gone are the days when financial advice was an in-person endeavor at your local financial institution.  

With all things, money-related moving online and financial institutions having thousands, if not millions of customers, artificial intelligence and machine learning are becoming the hot item for personalized financial services.  

One such fintech company that is set to make waves is Kapitalwise, an AI-driven customer relationship management platform that helps financial institutions provide hyper-personalized engagement at scale.  

KapitalWise analyzes data from numerous services with one aim in mind, to predict customer cash flow by detecting changes in financial condition.




The Future of KapitalWise

The Future of KapitalWise

The big goal for KapitalWise in 2020 is the launch of their Customer Relationship Management (CRM) lead generation tool that is set to launch in May.  Built to integrate with many existing CRMs, this tool will make it possible for financial managers to hyper-personalize customer interactions by auto generating qualified deals.  

What Interested Investors Need to Know

Three things that investors should take note of: 

  1. Fintech is big business: In 2017 the global spend of AI in the financial services was $2.5B, and that spend is projected to reach $20B by 2025
  2. Hyper-personalized engagement at scale: the genius of KapitalWise is that it provides the financial manager the insights to treat every customer with that personal touch that will build retention and add to lifetime value.  
  3. Proof of concept: KapitalWise has done their pilot run with three large banking institutions that collectively have 76M clients. 

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