Get more insight into your clients
Choose revenue share or discount
Simple, quick add-on - no hassle
Self serve advisory.
Great for your smaller clients.
Sometimes just giving clients that little extra can go a long way. But with time pressures it’s difficult to speak to every client.
Our client tools offers your clients the benefits of Capitalise, simply by inviting them and being notified of any changes or actions they take.
- Essential risk mitigation for your clients
- A little extra for your non-advisory clients
- New revenue for you - or offer a discount
- Be notified when your clients want more support
Get started
Try out for free with your first 10 clients. No commitment.
GUIDE ON CLIENT EXPEIENCE
november 2022
Creating a standout service with less time & fewer people.
Going beyond the basics for clients is a challenge. It's even more difficult right now with less time and fewer staff. Our guide looks at four ways to create a standout service - without adding more people power.
WHAT YOUR CLIENT GETS
A full business credit profile
and access to funding.
Access to their Experian business credit profile with helpful insights and tips. Watch our video to see what your clients will get.
They can upgrade to get their full profile and check the credit scores of other companies.
- Free business credit report
- Start a funding application (if enabled)
- Choice of plans to go deeper
See all features for businesses.
See what your clients get
WHAT YOU GET
Features for your firm
ESSENTIAL RECESSION Toolkit
Our platform is a full toolkit to help with business credit scores. Offer this as part of your service to your clients.
Notifications of any changes
Maximising your practice efficiency efficiency by being alerted when a client needs your help.
CUSTOMISE CLIENT EXPERIENCE
Managing what your client sees, what access they have and your contact points.
REVENUE SHARE OR DISCOUNTS
Choose a flexible commercial model to fit your client and your practice.
Flexible commercial model
Choose how you want to engage with your clients.
Our default option is to arrange a revenue share of up to 25% of the monthly subscription fee.
This will be added to your existing monthly commission sheet and will be fully disclosed to the client as the point of signing up.
For clients you wish to offer a discount there is the option of offering the same 25% share as a discount rather than a commission.
To enable this simply select this during the client set-up flow.
