Digitize Expertise & Experiences
Over 70% of financial organizations fail at internal digital transformation projects (McKinsey) with significant amounts of wasted time and money. Capnote can be used on a private-label basis to solve this and accelerate digital transformation. Capnote can be customized to suit your needs, risk appetite or expertise, allowing instant expansion of capabilities and services. This also has significant benefits for the retention of institutional knowledge, automation and the standardization of processes.
High Return-On-Investment
Using Capnote on a private-label basis, generates annualized ROI above 50%. Even more importantly, customer attraction and retention are improved by offering differentiated digital services. In this report by Capgemini, 81% of wealthy inheritors will change long standing financial advisors & managers due to a lack of digital products and offerings. In an increasingly digital world, using Capnote to create new digital offerings and experiences keeps you competitive and supports your growth. It’s a necessity, not a luxury.
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.