Digital & hybrid advice

A suite of delightfully engaging digital experiences that take clients from preferences to personalized portfolio, while meeting the highest standards of suitability for robo and hybrid advice channels.

Higher conversion. Deeper relationships. Faster growth.

Gatsby image
GIF Image
Gatsby image
Gatsby image

A captivating client experience unlike any other.

Purposeful gamified digital experiences that are:

  • Quick - risk profiling in 90 seconds

  • Easy - unaided completion rate of 95%

  • Enjoyable - preferred by clients 3:1 over conventional profiling

State-of-the-art safeguards for digital & hybrid channels.

Use leading edge decision science to detect vulnerable clients with incoherent investing preferences.

Let economic theory and mathematics fit each client's preferences to their most suitable and optimal portfolio.

Connect on values to win the next generation of investors.

Help investors discover their ESG investing persona.

Show them how to better invest against their values with Sustainability Match.

From "one-and-done" to "top-of-mind".

Routine gamified "check-ups" keep you close to your robo and hybrid advice clients, so they don't sign up and stagnate.

Personalized client engagement. Higher walletshare. Faster growth.

Gatsby image

A captivating client experience unlike any other.

Purposeful gamified digital experiences that are:

  • Quick - risk profiling in 90 seconds

  • Easy - unaided completion rate of 95%

  • Enjoyable - preferred by clients 3:1 over conventional profiling

GIF Image

State-of-the-art safeguards for digital & hybrid channels.

Use leading edge decision science to detect vulnerable clients with incoherent investing preferences.

Let economic theory and mathematics fit each client's preferences to their most suitable and optimal portfolio.

Gatsby image

Connect on values to win the next generation of investors.

Help investors discover their ESG investing persona.

Show them how to better invest against their values with Sustainability Match.

Gatsby image

From "one-and-done" to "top-of-mind".

Routine gamified "check-ups" keep you close to your robo and hybrid advice clients, so they don't sign up and stagnate.

Personalized client engagement. Higher walletshare. Faster growth.

Drive growth and build relationships like a fully advised channel, without the full advisor.

Behavioral insights that keep on giving.

Measure client preferences that predict behavior.

Power your growth with a unique data asset to personalize recommendations and service.

Loss aversion: 89th percentile

Prone to sell in a moderate downturn

Expected time to retirement: 25 years

Next best service action: proactive outreach when markets dip > 3%

Gatsby image

Behavioral science and design at the core.

Harness the power of the world's leading decision science and behavioral economics research to build higher value client relationships.

Enterprise-grade technology.

A modern tech platform with full API integration, built to scale and configurable to your robo-advice journey.

Elegantly designed for digital acquisition.

Quick, intuitive and easy for prospects to complete.

Our web-ready acquisition experiences boost traffic and lift conversion.

Request a demo of our digital & hybrid advice suite.

Related insights to inspire and challenge.

Acquire

Let the power of gamified experiences fuel your acquisition engine.

Gatsby image

Advise

Empower your advisors to win the advice moments that matter.

Gatsby image

Help your clients make purposeful decisions with their money.