Get everyone invested.
All the time.

Behavioral tech for advisory flows within
the wealth management industry

Your challenges have a solution
FUTURE PROOF

Profiler

Match traditional channel conversion digitally by smashing the hurdle of risk profiling.

Update your Mifid risk profiling:

  • hyperpersonalization
  • behavioral finance
  • ESG

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Turn Risk Profiling into a Competitive Advantage and Commercial Opportunity
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

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Robo Advisor for Savers
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

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Turn every payment into an investment reflex Turn every payment into an investment reflex
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
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Retention Engine

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

Get inspired and stay tuned

Our latest news
Prof. Alessandro Previtero on the misguided beliefs of the advisorsWebinar
January 3, 2022

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…
Webinar
December 15, 2021

Digital Pension Planning

JAN 19 at 16:00 CET: Digital Pension Planning and Open Technologies Access to investment is becoming increasingly democratized for retail investors, thanks to the rise of digital. Developing intuitive user…
Book Review
November 26, 2021

Algorithms to Live By

Self-control is always easy... in the future Procrastinate now! Did you succeed today in keeping the promises you made yourself yesterday? For many people the answer is “no”. Self-control comes…
Challenge us

Want to boost your investment business?


    We were the first within KBC GROUP but also in Europe to embrace this new behavioral methodology for our profiling. It proved to be a game changer but also our clients are raving about it.

    Peter RoebbenCEO, KBC Bank Ireland

    Profiling your client-investor is mandatory in case of investment advice. It is all about the way and how to do it taking into account MiFID.

    Ingrid D'HaeyerHead Group Legal Banking Products, KBC Group