Deep profiling in ten dimensions of financial personality enables service personalisation and management of client emotions.
Real time engagement via data analysis and delivery through CRM and digital portals, to manage investor actions and emotions over the investment journey.
Gain rich client insights, establish trust and empathy more quickly.
Deliver personalised client communications and investment solutions. Determine the most effective service proposition.
Improve Client Outcomes
Manage client emotions along the investment journey through real-time communication and adviser actions (custom implementation).
Get in touch for more information on how the Behavioural Alpha can improve your client engagement and outcomes.