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Kizen Helps Advisors Build Lasting Relationships

Engage clients with personalized experiences, unify your data, and craft long-term relationships with Kizen.

Grow Smarter With The New #1 CRM+ Platform


More customers per every $1 spent on sales and marketing


Increase in customer lifetime value


Hours saved per week for each team member


Average total cost of ownership savings compared to legacy providers

Kizen Can Help Advisors Close More AUM And Guide Clients Along Their Entire Financial Journey



Advertise effectively to the right customers using your best performing and most profitable channels.



Build strong customer relationships by helping them make the right choice for their financial situation.



Simplify advisor sales with personalized packages, digital invoicing workflows, and deploying customer materials dynamically.



Keep customers engaged with personalized newsletters, satisfaction surveys, and lifecycle workflows to ensure positive experiences.



Increase retention and lifetime value by utilizing cross-sell workflows, brand reputation campaigns, and referrals.

Explore How Kizen Can Help All Your Teams Work Better Together, Drive More Profits & Craft More Amazing Customer Experiences

Kizen’s Business Intelligence Drives Awareness Behind Your Revenues And Helps All Your Teams Work Smarter

Visualize & Invest In Your Revenues Streams

Easily turn revenue data from multiple sources into one intuitive dashboard. In addition, you can create dashlets from marketing campaigns, advisor activities, pipelines, and more. Then, easily connect your real-time revenue data with ad spend reporting, so you can optimize your campaigns and invest with unprecedented precision.

Accurately Forecast and Track Client Lead Scores

Real-time data can allow your sales team to forecast, allowing for better advisor process planning in the future. Find trends and redirect your teams to focus only on the most qualified clients with dynamic lead scoring.

Track The ROI Of Every Campaign

Track the performance of every email, ad, and other campaigns by looking at client interaction history. All your most important metrics are presented clearly so you can measure their impact on your revenues and profits.

Monitor All Your Client Experience Analytics

Track NPS, engagement metrics, and health scoring to maximize the retention of your clients. Breakdown your most important experience data to proactively identify problems and look for patterns in the experiences of your most valuable clients.

Kizen’s Marketing Cloud Helps Customers Discover and Grow Value With You While Working Seamlessly With Your Sales & Experience Teams

Attract And Convert New Clients

Execute perfect account-based marketing by capturing leads from online and offline sources and intelligently nurturing them through personalized email, text, ads, and more. Then, automatically send these leads over to your sales team when ready.

Capture Client Leads On High-Converting Forms

Collect all the initial client data you need intelligently with advanced features including field rules, page rules, and more. Learn from the responses you've received with pre-built reports and customizable dashboards.

Send Beautifully-Templated, Personalized Emails, Forms, Surveys, and Texts to Potential Clients

Our Marketing Cloud creation suite allows for personalized content delivered directly to every potential client. Simplify your marketing campaigns in one place and leverage advanced analytics to deploy better messaging.

Automate And Personalize Your Marketing

Engage in real-time with automatic triggers, intelligent drip sequences, and conditions and delays so that each client is only seeing content appropriate to them. Journeys can be A/B tested so that you’re always deploying lead-conversion messaging.

Intelligently Cross-Sell Or Upsell To Grow More Value

Automatically follow-up on deals to show clients the true value of the financial choice they’ve made. Then, intelligently cross-sell each client on other offerings, such as additional loans, that will increase their lifetime value and turn them into lifelong members.

Understand Channel Attribution With Next-Gen Insights

Kizen provides one unified dashlet that tracks all your marketing campaigns with the most important data. See which channels are generating the most valuable clients, which are increasing their value, and which are driving the most growth.

Intelligently Track Your Client’s Behavior

Track your clients’ journey across emails, websites, ads, and custom web, iOS, and Android applications. Easily use this rich data to identify intent to schedule consults or services, anticipate needs, or optimize follow-up campaigns.

Intelligent Remarketing Of Ad Campaigns

Retarget and suppress your Google and other web ads to personalize your campaigns based on your previous clients’ behavior. With this refined advertising strategy, Kizen users can send the right message to the right client at the right time.

Collaborate With Your Sales & Experience Teams

Create a collaborative nature between marketing, sales, and experience teams so that everyone has a clear view of the funnel and works smarter. Track client leads and opportunities throughout the entire sales process and ensure all clients are being followed-up on promptly.

Kizen Sales Cloud Helps You Attract More Clients, Maximize The Effectiveness Of Your Team, And Ensure No Opportunities Slip Through The Cracks

Access Every Deal in Real-Time

View the pipeline for your entire team, a single rep, a single client or group of clients, or even filter into each deal individually to see every detail needed. Understand how you are losing clients, which wealth management competitors you are losing clients to, and how pipelines are trending overall.

Comprehensive Activity Reporting

Kizen offers easily accessible activity reports to ensure you know exactly how your team is performing. Track all the messages, interactions, and touchpoints in chronological order and in real-time, fully-customizable to all your needs. Then, take advantage of Kizen’s filtering capabilities to find the exact data you need to help your reps improve.

Pipeline Team Collaboration

Team members have access to their pipelines from anywhere in-app or through any channel. Offer a cloud-based, mobile-responsive solution that helps your team collaborate and crush their goals from any device.

Sales Reporting And Dashboards

Leverage strong sales reporting to help your team work smarter. Kizen’s reports and dashboard help you visualize how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what needs to be done to drive more success.

Automatically Qualify And Route Client Leads

Ensure the right reps are handling the right client opportunities with intelligent lead routing. With Kizen’s Automations Engine, client leads from online and offline sources can be intelligently qualified, assigned, scheduled, and nurtured. Ensure your reps walk in each day with new opportunities on their calendar, ready-to-go.

Set-Up Sales Ops and Standard Operating Procedures

Design and enforce SOPs with your operations team by defining best practices in Kizen’s Automations Engine. For example, when new clients are engaging beyond a certain level, let the system gauge their intent so your sales team can step in and close the deal!

Client Contract Workflows

Kizen will offer your sales reps one-click E-signature workflows using your favorite documents or billing tool. Kizen will also keep track of inbound and outbound documents, authorization reminders, and contract renewal follow-up.

Automated Onboarding And Scheduling Sequences

Kizen automatically sends the appropriate onboarding materials to each new client for a streamlined process. Save time and ensure that your teams have a full schedule each and every day.

Kizen Experience Cloud Automates to Deliver Better, Faster Client Experiences

Ensure Perfect Onboarding

Kizen helps wealth management firms get new clients in shape for onboarding with intelligent automations. Kizen will trigger emails, texts, and other welcome messaging at the exact time it is needed.

Automate Your Client Experience

Kizen’s Experience Cloud creation suite and automatic follow-up capabilities keep all of your clients consistently in the loop with news, helpful newsletters, financial planning resources, and more.

Advisor Services and Client Management

Kizen will help your wealth management team get new clients in shape for account management. Kizen’s task management capabilities will work with your favorite integrated management tool to ensure all services are done on-time and logged properly.

Advisor Service Forms And Task Automation

Kizen’s service forms can be customized for customers to explain their issues and ask for help. Kizen can then prioritize, route, and schedule tasks. Auto-response rules can give customers quick responses or even dynamic estimated wait times, if necessary.

Deliver Targeted and Periodic Surveys

Deploy client satisfaction surveys dynamically after each interaction. Periodically send NPS surveys to each client to gauge the likelihood of their retention and referral, identify potential issues, and ensure positive experiences.

Intelligent Nudging & Feedback Management

Utilizing your client satisfaction data, Kizen will deploy messages to nudge happy members towards referral, while routing unhappy members to your success team to investigate.

Kizen Data Cloud Helps You Unify Your Data And Understand Your Clients Better

Unified Data Storage

Unite your client data in Kizen’s Data Cloud across lines of business, channels, and geographies to put the client at the center of every interaction. Integrate Kizen with your client investor portals to build a fully-digitized and streamlined client experience, while saving your team time through automation.

Integrate All Of Your Lead Sources

Within the Data Cloud, Kizen’s Integrations Engine allows you to connect all of your lead generation channels in real-time. Leverage your lead source data to help your team provide more amazing experiences and understand which channels are worth the investment.

Data Management And Segmentation

Once your campaigns have begun, utilize Kizen’s Data Cloud to segment in real-time, personalize, and improve ad campaigns. Generate curated retargeting and suppression lists to perpetuate the impression cycle needed to improve the efficiency of your ad spend.

Streamlined, No-Code Connect API

Kizen’s robust Integrations Engine allows organizations to connect Kizen with over 1,000 enterprise-grade tools, including Workato and Zapier. In addition, our easy-to-use, no-code Connect API ensures you are able to seamlessly integrate with the apps and tools you use every day.