Investing is an emotional process.
Profiling needs, hence to capture that emotionality.
Easy. Quick. Smart.
The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by the European Securities and Markets Authority (ESMA).
We developed a powerful and highly interactive behavioral engine in close collaboration with external academics. The hyper-personalized risk profile reveals the rational and emotional preferences of the customer.
Prototype testing led to significantly higher conversion, a more appealing journey, and high appraisal ratings of the personalized profile description.
The Profiler proofs to be Future-proof from a regulatory and business point of view:
- Real preferences enable you to formulate a highly personalized and hence more suitable offer;
- The gamified interaction strongly appeals to the younger target audience;
- A legal must-do becomes a commercial opportunity.