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No code client engagement platform built for organizations with lean sales/marketing team11-50 Employees
  • B2B
  • Early Stage
    Startup in initial stages
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Kapitalwise careers

No code client engagement platform built for organizations with lean sales/marketing team
Kapitalwise platform connects internal data and insights with client-facing tools to help financial institutions to connect data to their clients better than ever. Our no-code Engagement Builder helps Financial Institutions meet the needs of each customer with confidence. As an end-end CRM and customer engagement automation platform build for financial institutions with lean sales and marketing teams, we help you identify new revenue-driving opportunities across your organization.
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paul stamoulis
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Executive with strong CEO & Sales experience. Built a global $350MM, 100+ staff, investment banking business line for a large international bank.
Sajil Koroth
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Cofounder KapitalWise, ForwardLane.
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