Seamless Experiences That Will Build Stronger Relationships 
Deliver hyper-personalized advisory, seamless omnichannel support, and AI insights—all on one intelligent CX platform. With Kapture, you can anticipate client needs, enhance agent efficiency, and ensure compliance while delivering the premium service today’s investors expect.
Leading Wealth and Asset Management Enterprises Trust Kapture
Social Proof
Satisfied Customers Sharing Their Experiences
Take a look at how Kapture makes a real difference.
“ Shivangi Modi of Incred Finance talks about her experiences with Kapture CX, from onboarding all the way to implementation and how much her agents enjoy working on the platform.
Shivangi Modi
Manager Central Operations and Customer Service
Products
CX Solutions That are Crafted to Perfection
An enterprise-ready, Gen AI-powered customer experience platform with a deep focus on customer support automation. Transform good experiences into great ones, wherever your customers are!
24/7 Support—No Agent Needed
24/7 Support—No Agent NeededHelp investors track portfolio performance, asset allocation, and risk exposure in real time—without waiting for an advisor.
Enable investors to get instant, data-driven financial planning suggestions tailored to their goals and risk appetite.
Simplify complex tax queries, automate documentation, and keep investors compliant with real-time regulatory updates.
Equip investors with AI-driven risk assessments and market intelligence, keeping them ahead of fluctuations.
Let clients initiate transactions, schedule payments, and modify accounts with zero friction—fully automated, always secure.
Prioritize High-Value Clients
Prioritize High-Value ClientsEnsure HNIs get top-tier support with AI ticket prioritization based on client value, urgency, and portfolio size.
Directs investment, tax, or compliance queries to the right wealth expert, reducing wait times and escalations.
Give agents instant policy recommendations, contextual responses, and next best actions for faster, more informed client interactions.
Automate routine tasks, pre-fill responses, and let AI handle repetitive queries, so agents can focus on high-value conversations.
Equip agents with a unified view of client portfolios, risk profiles, past interactions, for tailored & proactive support.
Turn Talk into Trust: AI Client Intelligence
Turn Talk into Trust: AI Client IntelligenceMonitor 100% of client interactions to maintain regulatory compliance, advisor accuracy, and more—without manual QA.
Track agent performance, detect skill gaps, and get coaching insights to elevate interactions and financial recommendations.
Identify sentiment shifts, investment preferences, and churn risks in real time—helping agents offer personalized strategies.
Let AI forecast high-demand periods, ensuring top-tier service even during market fluctuations.
AI captures key details from the ticket, helping agents resolve follow-ups in seconds.
Kapture’s Customer Service AI
KAI: Intelligent. Intuitive. Insightful.
Built on billions of customer interactions and powerful technology, Kapture’s AI understands the importance of customer and employee experiences and offers you personalized support to start making a difference right away.
KAITestimonials
Voices of Trust Across The Industry
Hear from industry leaders about the impact of our platform in delivering seamless experiences and driving success.
Kapture CX’s smooth implementation and dedicated SPOC made onboarding a breeze. Their commitment to timelines ensured our automations launched perfectly, empowering us to deliver a best-in-class customer experience.”
Spokesperson
Progcap
Advantages
With Kapture
Everyone Wins
A platform loved by customers, agents, and businesses.
- Long wait times and limited self-service options.
- Fragmented support experience makes portfolio management and financial planning frustrating.
AI Self-Serve: Delivers instant access to portfolio insights, market updates, and account management without needing an advisor.
Smart Automation: Streamlines tax planning, policy updates, and fund transfers, reducing manual intervention.
Hyper-personalized Advice: AI Bots provide goal-based investment recommendations, ensuring clients receive relevant guidance.
- Agents spend too much time handling repetitive queries.
- Searching for compliance guidelines and customer information.
- Struggling with inefficient workflows.
Smart Ticket Routing: Automatically directs complex queries to the right specialists, ensuring faster and more accurate resolutions
Customer 360: Provides a unified view of client history, financial behavior, and engagement trends, enabling data-driven decision-making.
AI Assistance: Suggests contextual responses, recommends next best actions, grants instant knowledge access, and automates processes.
- Limited visibility into service quality and agent performance.
- Risk of regulatory violations.
- High operational costs from manual and inefficient workflows.
Automate QA, Completely: AI reviews every interaction, ensuring compliance, accuracy, and insights into NPS, CSAT, and emerging trends.
Drive Efficiency and Save Costs: Accelerate query resolutions with automated workflows, AI tools, smart routing, and unified dashboards.
Be Ready, Always: AI forecasts support demand based on trading patterns, enabling better workforce planning.
Security & Compliance
Enterprise-grade Security & Compliance
At Kapture, security and compliance are at the core of everything we do.
- AES-256 bit encryption for robust data security
- TLS 1.2 for secure communication
- PHI/PII masking to protect sensitive information
- Periodic VAPT (Vulnerability Assessment & Penetration Testing) Assessment
- Built on OWASP Secure Code Standards
- Fully compliant with DPDP regulations
Integrations
Connect Seamlessly to the Tools Your Teams Use Daily
Data is useless when it’s hard to access. Kapture integrates with the tools your teams use daily providing quick and easy access to customer insights. Unified visibility = better CX. Experience the power of 1000+ out-of-the-box Enterprise API integrations to centralize your support operations.
Find out how Kapture can meet your unique needs today.
Join the 1000+ Enterprises who transformed their CX while reducing support costs.
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