The Misguided Beliefs of the Advisor
FEB 15 at 16:00 CET: The Misguided Beliefs of the Advisor Prof. Alessandro Previtero will tackle the misguided beliefs of the advisors and how to tailor up one-fits-all retail financial…
Get everyone invested.
Behavioral tech for advisory flows within
the wealth management industry
Your challenges have a solution
- Turn profiling into performance
- Convert savers into investors
- Rejuvenate your clients
- Retain your investors
FUTURE PROOF
Profiler
Match traditional channel conversion digitally by smashing the hurdle of risk profiling.
Update your Mifid risk profiling:
- hyperpersonalization
- behavioral finance
- ESG
TARGET DIE-HARD SAVERS
Conversion Engine
Set-up advisory investment flows with execution-only feel to convert die-hard savers into investors.
Nudge savers into investors:
- smart triggering
- acknowledge the fear of losses and clear preference for savings
- seamless onboarding
STARTING IS KEY
Rejuvenation Engine
Embed investing in daily life by letting clients invest their spare change into investment plans.
Key to success:
- UX/UI makes or breaks conversion
- Insights of behavioral finance
- Choice architecture
GROW STICKY INVESTORS? SATISFACTION FIRST
Retention Engine
Diagnose portfolio, propose personalized trades and improve overall quality.
Prioritize commercial campaigns:
- Based on concrete issues and causes
- Supporting advisors with streamlined stories
- Keeping investors in their comfort zone
Why everyoneINVESTED?
Eliminate friction on your digital investment processes
Behavioral Finance
Our tools use insights of behavioral finance to maximize customer experience in a digital setting.
Fully Digital
Our solutions are helping to match and exceed conversion rates of physical and hybrid investment journeys.
Modular
Use our components in a modular way to fully tailor your investment journeys to your needs.
Hyper-Personalization
Maximally align your solutions and services on customer expectations is key to boost conversion and retention.
Strong Partnerships
Together with our partners, we successfully enhance your investment journeys with our solutions to meet your commercial targets.
B4B
As an independent wealthtech, owned by a large financial group, we know what banking business stands for.
Proven Track Record
Our expertise and solutions contributed to the success of KBC Group in the field of investments.
No Cure, No Pay
We are confident in the added value of our solutions, we can offer our solutions as no cure, no pay.
They already trust us
Proven track record built with solid partners
