Untitled

by Holt Accelerator | December 14, 2018

KapitalWise is an AI platform for financial institutions to personalize banking

KapitalWise helps customers better their financial health with different tools. From financial wellness scoring to cash flow forecasting and smart goal setting, this AI platform helps personal bankers to engage with their clients by helping them to achieve financial success. Based in New York, NY, U.S.A., KapitalWise uses existing customer data, external sources and its own proprietary platform to deepen relationships with each unique customer.

Company Website: www.kapitalwise.com
Sector: Personal Finance
Founder/s: Garvin Chen, Paul Stamoulis, Sajil Koroth, Landon Ewers

Related posts

  • Innovative Sentro platform picked by Humania Assurance for customer-centric group insurance administration

    Breakthrough contract in Canada for New Zealand tech leader​ Montréal, November 15, 2022 – Sentro, a leading New Zealand-based tech firm, announced today that Canadian life and health insurer Humania Assurance has selected the Sentro solution as its new core group insurance policy administration platform. Sentro is a cloud-native, application programming interface (API)-centric solution platformed

    Read More
  • Fintech Show 2022: Fintech Seasons

    👇 CHECK OUT THE LIVESTREAM 👇 The theme for this year’s Fintech Show was Fintech Seasons, which compared all of our collective years of experience passing through differing economic cycles. For instance, during the economic summer, it is a time to nourish your garden of projects, and we at Holt Xchange were doing just that:

    Read More
  • Recap: Holt Xchange Selection Days 2022

    On July 12th and 13th, we hosted our annual 2-day VIP portfolio selection event where we involve our advisory network to take a peek at our potential portfolio investment.   This is a great opportunity for our advisors to get a view of how different fintechs technologies are being used around the world and whether such

    Read More