Capnote – Enterprise (Private Platform)
The Intelligence & Productivity Platform
For Financial Teams
- Get a customizable & private analytics platform for use in-house or with clients.
- Re-brand a white-label platform to enhance your market profile.
- Save time with A.I powered tools for workflow automation & data processing.
- Own and use your private data and expertise more effectively.
- Enhance collaboration with a private social network that you control.
Productivity Solutions For All Financial Teams
Save time whilst improving the breadth and depth of research, due diligence and risk analysis. Collaborate more easily with cross functional teams for enhanced alignment.
Banks
Save time whilst improving the breadth and depth of research, due diligence and risk analysis. Collaborate more easily with cross functional teams for enhanced alignment.
Key Benefits
- Access to comprehensive data
- Automations to save time & money
- Alignment on risks & opportunities
Wealth Management
Augment the expertise and knowledge base of small teams. Invite clients onto your private platform to personalize your service, increase engagement and deepen relationships.
Key Benefits
- Deepen client engagement
- Access to comprehensive data
- Automations to save time & money
Consulting
Program your expertise and knowledge into your private platform. Save your data and analysis. Use repeatedly for sophisticated client engagements and eCommerce.
Key Benefits
- Deepen client engagement
- Access to comprehensive data
- Automations to save time & money
Corporate Treasury
Help in-house treasury or corporate finance teams be more productive. Enhance planning and scenario analysis. Look more deeply into supply and value chains for risks or concentrations.
Key Features
- Enhance collaboration across teams
- Access to comprehensive data
- Automations to save time & money
Associations & Events
Provide a differentiated experience. Facilitate networking, partnership development and commercial opportunities. Earn income by charging a fee to join your private Capnote platform.
Key Features
- Private social network
- Access news, data & auto-analysis
- Generate income for the association
Education & Training
Modernize financial education and literacy with a private social network, current and historical data sets, the ability to create a digital library and create automated modules for every class.
Key Features
- Private social network
- Access news, data & auto-analysis
- Provide value beyond the classroom
Trusted By
Capnote is trusted by many leading financial organizations including: Fermion Capital (USA), Empowerment Financial Advisors (USA), JA Group (Ghana & United Kingdom), Rand Merchant Bank (Pan-Africa), Rockpool Capital (Hong Kong), Octerra Capital (Nigeria), Legionhill Facilitators (Canada) and others.
Align With Industry Trends
Below is a sample of what the experts are saying.
Increase Your Financial Productivity Today
Achieve more with limited resources, enhance the client experience and future proof your organization.