Capnote

Beta Release v2.17: Automated Peer Comps & Summary Notes Now Available

Capnote

Capnote – Enterprise (Private Platform)

Amplify Your Organization's Financial Expertise

Use a white-label platform to automate, benefit from machine learning and re-define client experiences.

"Financial services companies can unleash the most value by focusing on the things that AI and humans do best together."
Accenture
IT Services & Consulting Company
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Publicly Listed Companies
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Industries
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Indicators & Commodities
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Years of Historical Data
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Supply Chain Relationships
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Institutional Investor Chain

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

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

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

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

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

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

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.

ja group & co
rand merchant bank
octerra
bold patents
fermion capital corporation
rockpool capital
legionhill facilitators
empowerment financial advisors
azuke

Align With Industry Trends

Below is a sample of what the experts are saying.

Financial services companies in North America could unlock up to US$140 billion in productivity gains and cost savings, if they employ new technologies that help improve the efficiency and effectiveness of their workforce.
Accenture
IT Services & Consulting Company
Automation and artificial intelligence are poised to reshape the finance function. Knowing what to automate and managing the disruption can lead to a new era of productivity and performance.
McKinsey
Management Consulting Company
With advances in technology expected to deliver even greater levels of automation, treasurers will see more of their time freed up for added-value strategic work that provides valuable insights and analysis to C-suites.
The Global Treasurer
Leading Financial Professional Resource

Increase Your Financial Productivity Today

Achieve more with limited resources, enhance the client experience and future proof your organization.