Kapitalwise Active Engage platform helps financial institutions create complex customer engagement workflows without writing code. With Active Engage, financial institutions can pilot and deploy Kapitalwise financial wellness tools for precise client interactions, build life event and financial event-based marketing workflows by combining calculators, content, and templates. All through our patent-pending no-code platform.
Financial wellness automation: Be a customer-first financial institution. Nudge your customers towards their life goals.
Programmable: Build and deploy personalized financial tool based on client's financial situations and affordability on a no-code platform
A complete toolset: Wide selection of tools. From goal recommendation to wellness score calculator to credit score and spending insights.
Financial literacy: Provide your customers with the financial education they need to be and feel their best in life.
Marketing automation: A brand new approach to marketing automation. Engage customers through email and online content. Then, re-engage based on hyper-analytics built into the tools.
Calculators: More than 50 pre-built calculators. Pilot and deploy in minutes, track engagement and re-engage through prebuilt workflows.
Email Templates: Customizable email templates for all occasions. Compose and those best-in-class emails in minutes.
Content Marketplace: Never hire an agency again. Select the best blogs and articles curated for your banks and credit unions and written by the top freelancers across the globe.