Capnote – Wealth Management (Private Platform)
Wealth Management
The Capnote Private Platform is an interactive digital application that has been designed to help Wealth Advisors deepen engagement with their clients, save time and even enhance digital sales capabilities.
According to Deloitte, digitally enabled interaction channels for both clients and advisors are essential to winning business with a generation of clients that are more tech savvy.
"Automation and augmentation can liberate hours that can then be refocused on human strengths and high value work such as innovation, relationships and customer experience."
Accenture
IT Services & Consulting Company
Getting Started for Wealth Management
When a wealth management organization 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.