Use simple games to understand your customers’ behavior.
IMPROVE ENGAGEMENT AS YOU LEARN MORE
Act with Confidence
Embrace the highest standards in behavioral economics.
LET SCIENCE REMOVE THE GUESSWORK FROM YOUR DECISIONS
Run a successful business where the customer comes first.
OPERATE WITH TRUTH AND TRANSPARENCY
SCIENTIFIC PREFERENCE SOLUTIONS
GIVE COMPLIANT ADVICE
From London to Laos and New York to Nice.
Existing client profiling methods are cumbersome and unscientific, and everyone knows it. Including the regulators.
Using breakthroughs in economics and gamification, we reveal your clients’ profile and assess your portfolios for their suitability.
The most powerful data is locked inside your clients’ decisions.
Traditional credit scores are limited by their backward-looking
We use forward-looking analytics to help you understand yourborrowers. All they need is a mobile device.
LEARN WHAT MAKES YOUR EMPLOYEES TICK
From the shop floor to the board room
We often don’t figure out we’re misaligned until it’s too late.
Risk taken. Damage done.
Learn more, faster, by using behavioural economics to understand how
everyone from your employees to your board members make tradeoffs
between risk and revenue, results today vs tomorrow, and corporate values.
Get ahead of bad decisions, before they happen.
Arizona State University professor Dan Silverman (head of research for Capital Preferences) shares his finding that a paradoxical benefit of annuitization is that it induces saving behavior during retirement, and that such retirees therefore end up with higher bequeathable assets.
TrueProfile has expanded its revolutionary client-profiling service into the United States, offering the financial nucleus of the world a gamified, scientific method of understanding client preferences.
TrueProfile has partnered with FPA and Berkeley Executive Education at the University of California to provide financial planners with innovative methods to better understand clients through the emergent field of Behavioral Economics.
The Financial Planning Association, Capital Preferences, and T. Rowe Price are initiating a new study providing research and insight to help financial advisers and planners better understand and serve their existing and prospective clients.
Client insights are locked inside their decisions, and TrueProfile allows advisors to analyze client decisions and is a huge leap forward in producing engaging, systematic, scaled and consistent advice.