How Capnote Differs From Other Financial Platforms

Capnote is a digital operating system for financial data management. It uses patented technology & A.I to automate and improve financial data workflows.

Organizations, professionals & investors use Capnote to:
– Generate personalized financial insights
– Improve productivity & risk management
– Monetize digital assets and content
– Create engaging digital experiences for financial teams & customers
– Generate More Financial Value From Data
– Accelerate digital transformation

The Capnote Difference

Capnote has patented technology with many unique features and benefits. It is even available
on a private-label basis so can be customized and integrated into your existing systems.

Capnote differs from financial terminals or research platforms by taking a holistic approach to data management for portfolios, loans, customers and more. Select differentiating factors include:  

1. Capnote is available on a private-label basis and can be fully customized to suit an organization’s needs or preferences. Customizations can include datasets, automations, risk appetite, report templates, approval processes and more.

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2. It does not just display data but rather is focused on supporting and automating the end-use of data to save time and increase productivity. For example, its one-click memo function can save up to 2 weeks worth of manual data aggregation. 

3. Can be integrated into existing systems in part or as a whole. Specific modules can be used to upgrade existing platforms and improve the team or customer experience. 

4. Can be used securely with private data and expertise. Imagine being able to turn PDF documents that just sit on a drive into active data that can be used to generate notifications or simulate client objectives in a totally private environment.

5. Can be used to earn income by creating monetizable content or digital experiences that can be on-sold to clients.

Capnote is this and many more to her clients

Click HERE to download the Capnote brochure