Capnote – Consulting (Private Platform)
Consulting
The Capnote Private Platform is an interactive digital application that has been designed to help Consultants digitize their expertise, deepen engagement with their clients, save time and generate income.
Capnote’s founders have over two decades of international banking and hedge fund experience. We understand the importance of deeper client engagement and ability to monetize your proprietary analysis.
"Automation is already reshaping the future of work in the finance function, and the opportunity to boost performance will fuel the trend."
McKinsey
Management Consulting Company
Getting Started for Consultants
When a consulting firm requests to license the Capnote Private Platform, we will arrange a discovery call to go through the organization’s precise requirements and preferences. Following a discovery session , a unique and closed platform will be created and the wealth manager’s authorized users will be added onto the platform. The wealth advisor will be able to nominate administrative users that monitor employees actions and moderate content on the platform.