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Katipult Launches Automated Investor Marketing Solution for Investment Dealers

Katipult Launches Automated Investor Marketing Solution for Investment Dealers

Katipult 爲投資交易商推出自動投資者營銷解決方案
newsfile ·  2023/11/16 22:00

Calgary, Alberta--(Newsfile Corp. - November 16, 2023) - Katipult Technology Corp. (TSXV: FUND) ("Katipult" or the "Corporation"), a leading Fintech provider of software for powering the exchange of capital in equity and debt markets, is pleased to announce the launch of DealFlow Marketing, a fully automated investor marketing solution designed to distribute investor marketing materials, monitor investor interest, and secure investor commitments within a compliant and auditable workflow.

艾伯塔省卡爾加里--(Newsfile Corp.,2023 年 11 月 16 日)——推動股票和債務市場資本交換軟件的領先金融科技提供商 Katipult Technology Corp.(多倫多證券交易所股票代碼:FUND)(“Katipult” 或 “公司”)欣然宣佈推出DealFlow Marketing,這是一款全自動的投資者營銷解決方案,旨在在合規範圍內分發投資者營銷材料、監控投資者利益並確保投資者承諾可審計的工作流程。

The new module, which is available to Katipult customers in the United States and Canada, empowers financial advisors and sales teams to expand and improve investor communications when marketing investment opportunities while ensuring the content and documents distributed remain within a controlled and compliant process.

新模塊可供美國和加拿大的Katipult客戶使用,它使財務顧問和銷售團隊能夠在營銷投資機會時擴大和改善投資者溝通,同時確保分發的內容和文件保持在受控和合規的流程內。

"We are excited to deliver this new product release and introduce automated marketing capabilities to our DealFlow Product. We worked closely with Raymond James and other customers to ensure this module would deliver maximum impact for their businesses. Providing a single platform to manage the entire investment process adds enormous value to our customers that isn't possible with CRM systems and email platforms," commented Katipult CEO Gord Breese.

“我們很高興發佈這個新產品,併爲我們的DealFlow產品引入自動營銷功能。我們與Raymond James和其他客戶密切合作,確保該模塊能夠爲他們的業務帶來最大的影響。Katipult首席執行官Gord Breese評論說,提供單一平台來管理整個投資流程,爲我們的客戶增加了巨大的價值,這是CRM系統和電子郵件平台所無法做到的。

DealFlow Marketing is an innovative addition to Katipult's DealFlow platform and extends its capabilities to manage all marketing-related workflows before collecting orders and distributing subscription documents. Financial Advisors can rapidly send investment teasers, final presentations, and other due diligence marketing collateral within a multi-staged distribution process that is trackable for internal and external reporting.

DealFlow Marketing是對Katipult的DealFlow平台的創新補充,它擴展了其在收集訂單和分發訂閱文件之前管理所有與營銷相關的工作流程的功能。Financial Advisors可以在可追蹤內部和外部報告的多階段分發流程中快速發送投資預告、最終演示文稿和其他盡職調查營銷材料。

"Investors now expect modern, highly efficient interactions with their financial advisors when participating in alternative investments. Katipult will continue to innovate our product so our customers can provide the best experiences possible for their investors," added Breese.

“投資者現在期望在參與另類投資時與財務顧問進行現代、高效的互動。Katipult將繼續創新我們的產品,以便我們的客戶能夠爲投資者提供儘可能好的體驗,” Breese補充說。

About Katipult

關於 Katipult

Katipult () is a provider of industry-leading and award-winning software infrastructure for powering the exchange of capital in equity and debt markets. Our cloud-based solution and solutions digitize investment workflow by eliminating transaction redundancy, strengthening compliance, delighting investors, and accelerating deal flow. Katipult provides unparalleled adaptability for regulatory compliance, asset structure, business model and localization requirements.

Katipult () 是業界領先且屢獲殊榮的軟件基礎設施提供商,該基礎設施爲股權和債務市場的資本交換提供動力。我們基於雲的解決方案和解決方案通過消除交易冗餘、加強合規性、取悅投資者和加速交易流程,實現投資工作流程的數字化。Katipult 爲監管合規、資產結構、業務模式和本地化要求提供了無與倫比的適應性。

Forward-Looking Statements

前瞻性陳述

Certain disclosures in this release, including statements regarding the launch of DealFlow Marketing and its capabilities, constitute forward-looking statements. In making the forward-looking statements in this release, the Corporation has applied certain factors and assumptions that are based on the Corporation's current beliefs as well as assumptions made by and information currently available to the Corporation, including, but not limited to, the Corporation's business objectives and milestones and the anticipated timing of, and costs in connection with, the execution or achievement of such objectives and milestones, including timing of the launch and anticipated capabilities of DealFlow Marketing. Although the Corporation considers these assumptions to be reasonable based on information currently available to it, they may prove to be incorrect, and the forward-looking statements in this release are subject to numerous risks, uncertainties and other factors that may cause future results to differ materially from those expressed or implied in such forward-looking statements. Such risk factors may include, among others, failure to manage growth and product implementation successfully, lengthier than anticipated sales and implementation cycle, cyber risks, risks related to cloud-based solutions, failure to continue to adapt to technological change and new product development, dependence on key personnel, competition, intellectual property risks, economic conditions, privacy concerns and legislation, regulatory environment, risk associated with a change in the Corporation's pricing model, risk of defects in the Corporation's solution, dependence on market growth, operational service risk, dependence on partners and delay or failure to realize anticipated benefits of key account installations. Readers are cautioned not to place undue reliance on forward-looking statements. The Corporation does not intend to and expressly disclaims any intention or obligation to, update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

本新聞稿中的某些披露,包括有關推出DealFlow Marketing及其能力的陳述,構成前瞻性陳述。在本新聞稿中做出前瞻性陳述時,公司應用了某些因素和假設,這些因素和假設是基於公司當前的信念以及公司所做的假設和公司目前獲得的信息,包括但不限於公司的業務目標和里程碑以及執行或實現此類目標和里程碑的預期時間和相關成本,包括DealFlow Marketing的推出時間和預期能力。儘管公司根據目前獲得的信息認爲這些假設是合理的,但它們可能被證明是不正確的,而且本新聞稿中的前瞻性陳述受許多風險、不確定性和其他因素的影響,這些因素可能導致未來業績與此類前瞻性陳述中表達或暗示的結果存在重大差異。此類風險因素可能包括未能成功管理增長和產品實施、比預期更長的銷售和實施週期、網絡風險、與基於雲的解決方案相關的風險、未能繼續適應技術變革和新產品開發、對關鍵人員的依賴、競爭、知識產權風險、經濟狀況、隱私問題和立法、監管環境、與公司定價模式變更相關的風險、公司解決方案存在缺陷的風險,對市場增長的依賴、運營服務風險、對合作夥伴的依賴以及延遲或未能實現大客戶安裝的預期收益。提醒讀者不要過分依賴前瞻性陳述。除非法律要求,否則公司無意並明確否認任何更新或修改任何前瞻性陳述的意圖或義務,無論是由於新信息、未來事件還是其他原因。

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

多倫多證券交易所風險投資交易所及其監管服務提供商(該術語在多倫多證券交易所風險投資交易所的政策中定義)均不對本新聞稿的充分性或準確性承擔責任。

SOURCE Katipult Technology Corp.

來源 Katipult Technology

For further information: Katipult Technology Corp., Gord Breese, CEO, gbreese@katipult.com, +1 (604) 760-4000

欲了解更多信息:Katipult Technology Corp.,首席執行官 Gord Breese,gbreese@katipult.com,+1 (604) 760-4000

To view the source version of this press release, please visit

要查看本新聞稿的源版本,請訪問

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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