ENGAGEMENT BUILDER

Get Started with a Data-Driven
Client Engagement Platform

Treat every client as your most valuable client by personalizing their digital experience.

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ENGAGEMENT BUILDER

Harness the Power of AI and Automation

Boost your client engagement with insights from top-performing campaigns in your industry.

100K+

Client
Accounts

10M+

Monthly
Mails

2B+

Data Insights

120+

Happy
Customers

Comprehensive Analytics for
Every Client Journey

Lead Generation Widgets

Add our market-proven lead-generation widgets to your digital content and newsletters to generate high-intent leads free of cost.

Automation Template

Pre-built client experience automation templates designed with financial advisors in mind.

Signals & Analytics

Data-driven approach to identify the moments of truth from CRM data to engage with clients.

High-intent Prospects + Custom Content + Engagement Automation

The digital marketing platform for financial advisors who think beyond their assets under management.

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One Platform, One Pricing

All features are included as part of the plan. No additional costs or setup fees.

Content Library

Compliant and customizable marketing content developed by experts. Email Templates, Financial Calculators, and Blogs.

Financial Literacy Articles

5,000+ financial education content to keep your clients educated and engaged. Jargon-free personal stories, quizzes, videos, and podcasts.

Email Marketing

Create engaging email campaigns in minutes using beautiful email templates designed for financial advisors.

Text Messaging

Make text messaging part of your marketing with intuitive engagement workflows.

AB Testing

Run campaign variations and analyze what works best for your clients.

Analytics

Gain visibility into the behavioral attributes that make up client engagement and learn how those attributes influence the path to conversion.

UTM & Conversion Tracking

Track the effectiveness of your campaigns and identify common user touchpoints on the path to conversion.

Tags and Events

Understand your website visitor traffic and build workflows to reengage them.

Integrations

Seamlessly integrate with your CRM platform and maintain consistency between your marketing and sales teams.

Hubspot
Salesforce
MS Dynamics
Zoho
Freshworks
100+
Integrations

Deployment Options

Three options, and switch between deployments seamlessly

Secure Cloud

SaaS hosted on our SOC-2 compliant Amazon AWS cloud. Start building in minutes.

Hybrid

Protect PII with HybridDeployment Run sensitive modules internally, seamlessly integrated with our SaaS platform.

On-premises

Host our micro-services on your cloud or on-prem hardware. 24/7 support and fully managed by the Kapitalwise IT team.

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