FINANCIAL + WEALTH MANAGEMENT
Impress Clients. Win Prospects. Become a Trusted Advisor
Used by Financial and Wealth Management Advisors
Become Trusted Advisors
Kaitongo helps you send proactive, personalized news and insights about investments in your clients' portfolios.
Kaitongo sets your client outreach apart from one-size-fits-all approaches. It helps you personalize outreach to the unique needs of each of your clients based on their age, stage, and portfolio goals.
Demonstrate the credibility to your decisions regarding their portfolio by delivering news and insights about the key investments in their portfolios and the market conditions that drive those decisions.
Building relationships with your clients through a consistent combination of credible content and curated recommendations helps you evolve into a trusted advisor.
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Get relevant news, market and client intelligence to your inbox, ready to send to your top clients.
Select your top prospects and clients that you want to build a stronger business with. Identify their role, company, and industry to receive relevant insights.
Get proactive email notifications regarding market, company, and industry insights relevant to your prospects. Stay on top of what matters to them and their business.
Kaitongo provides you with recommendations on how to leverage the content and spark a conversation on the topic using email and social media.
Kaitongo's platform bakes in a 4-lever approach to showing up as a Trusted Advisor for your clients. It's how we help our customers acquire, retain, and grow business with their top clients.request a free demo