Boost Returns, Save Time & Lower Costs
Accelerate Digital Transformation
Digitization is an unstoppable global trend. To remain competitive, digital transformation within financial organizations is essential. Integrating advanced technologies helps financial organizations enhance productivity, lower costs & offer services that generate income, attract & retain customers.
This is emphasized in a report by Deloitte & Thought Labs titled – Building a Future Ready Investment Firm. Select highlights include:
- $15 trillion of wealth will pass from older to younger generations by 2030.
- 68% of all investors and 74% of Gen Y & Z expect digital experiences on par with leading digital companies.
- 42% of investors state digital apps & platforms are the most important criteria when selecting financial providers.
- 61% of investors want providers to supply better digital tools so they can manage investments directly.
- 62% of investment firms are making their biggest investments in data analytics.
However, it’s widely agreed that financial organizations are not well suited to develop innovative technology. Most financial organizations (70% according to McKinsey) fail to complete digital projects within budget, on time and to achieve set objectives. Capnote can help! Read more below and schedule a free discovery call to discuss your needs.
Empowerment Financial Advisors
Ex-Goldman Sachs Banker
Customize
Private-Label Technology
Capnote is an AI-powered operating system for the management and processing of financial data. It is available to organizations on a private-label basis and can be customized to suit their needs. Using Capnote on a private-label basis allows organizations to instantly expand their capabilities and services for clients.
This removes the need for a large in-house project with escalating costs and development time. Instead, organizations can use Capnote on an annual subscription, with a price that can be controlled subject to variables like the number of user accounts required, the customizations required and the opportunity for incremental revenue generation.
High Return-On-Investment
To illustrate, Capnote can be deployed for a trading platform on a private-label basis to create a new digital experience for customers. Thousands of customers on the trading platform can access Capnote as an optional add-on service for an affordable subscription fee. This results in incremental income which can be shared between Capnote and the trading company.
By using Capnote, the trading company no longer needs to develop and maintain a cutting-edge data management platform. Instead, they can save time, lower costs & receive incremental income, generating annualized ROI above 50%. More importantly, customer attraction and retention are improved by offering differentiated services immediately.
Accelerate Your Digital Transformation Today
Click below to schedule a free discovery call to discuss your needs and discover how Capnote can benefit your organization.