
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+7
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....
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
Kapitalwise inc operates in the Financial services industry.
Kapitalwise inc's revenue is 11m - 100m
Kapitalwise inc has 11 - 50 employees.
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