Overview

An Introduction To Capnote

Created by financial professionals for financial professionals, Capnote is an AI-powered operating system for financial data management & processing. It leverages patented technology & A.I to empower the financial success of organizations & professionals – who now have too much data to process and not enough time or resources.

Capnote’s founders have 80+ years of combined professional experience from working in the banking, hedge fund & technology industries. They recognized that unstoppable trends of digitization & globalization are  making finance faster & more complicated than ever. As such, financial performance is significantly linked to data processing capabilities. 

To remain competitive, financial organizations must also provide customers & internal teams with cutting-edge digital experiences. Don’t get left behind! Read more below to discover how Capnote helps financial organizations & professionals save time & cost, discover new insights, earn more money and accelerate digital transformation. 

"I was drawn to Capnote by its ability to automate data-driven financial workflows. My investment banking team were able to try it at a reasonable rate and found significant benefits for productivity and time saving. It really can reduce weeks of work into a single click. We're excited to see more as the product develops."
Chidi
Head of Investment Banking
Rand Merchant Bank
“As an independent financial advisor, I found Capnote to be an effective and cutting-edge digital experience for my clients. I particularly liked the ability to private-label the platform and customize it to suit my needs. It saved me a ton of money and time compared to the cost of building a digital platform.”
Michael
CEO
Empowerment Financial Advisors
13000

Publicly Listed Companies

106

Industries

100

Indicators & Commodities

10

Years of Historical Data

45000

Supply Chain Relationships

15106

Institutional Investor Chain

Financial Processing As A Service

Improve productivity, save time & lower costs by automating the workflows required to generate financial value or content from data. Capnote can be configured to work with publicly available data or securely with private data. Workflows and algorithms can be used with default settings or customized so you get the output and format that you require.  

Accenture estimates the financial industry in North America can generate $140 billion in cost savings from automation  and augmentation. This also applies across the world. Use Capnote to realize these synergies. 

Accelerate Digital Transformation

Customize Capnote on a private-label basis to create new digital experiences. It’s common knowledge that financial organizations struggle to build technology efficiently. For example, McKinsey estimates that 70% of banks fail at digital transformation with projects going over budget and not achieving objectives. 

Book a discovery call to find out how we can help you beat the trend. Use Capnote on a private-label basis to reduce cost, accelerate project completion and earn more income.

Data Sourcing & Enrichment

By processing large amounts of data, tracking multiple indicators and continuously being updated with more financial theory, we are improving the quality of work and bridge gaps in education or expertise.

Monetize Data, Content & Expertise

The best organizations and investors have unlimited access to experts and their custom content. Capnote has been designed to help those without such access benefit from similar expertise.

Increase Your Financial Productivity

Get started with Capnote and join a growing community with thousands of financial organizations and professionals from all over the world.