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
STARTING IS KEY
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
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
Eliminate friction on your digital investment processes
Our tools use insights of behavioral finance to maximize customer experience in a digital setting.
Our solutions are helping to match and exceed conversion rates of physical and hybrid investment journeys.
Use our components in a modular way to fully tailor your investment journeys to your needs.
Maximally align your solutions and services on customer expectations is key to boost conversion and retention.
Together with our partners, we successfully enhance your investment journeys with our solutions to meet your commercial targets.
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
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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