The world's leading decision science and behavioral economics fintech firm.
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A modern client engagement platform.
See how understanding your clients' true selves leads to a sustainable advantage for your business.
An integrated suite of gamified client experiences and differentiated advisory moments that impress clients...
...with an insight engine that powers personalized advisory moments and creates a data advantage for your business.
What we can reveal about Ross that he doesn't know about himself.
Ross is a divorcee, banker and traveler, and has a multi-faceted life with evolving investing priorities. This he can self-report to his advisor. What he doesn't know, that only decision science and behavioral economics can reveal:
High loss aversion - prone to panic sell
Impact-driven ESG investing style
Annuitize 30% of retirement income
70th %ile long-term wealth builder
Ross's unique preferences predict his money behaviors.
Measuring Ross's preferences with decision science reveals the "why's" behind his money behaviors.
Equipped with these insights, advice providers can help Ross make better decisions that keep him firmly on the path to financial wellbeing.
And earn Ross's advocacy, loyalty and walletshare along the way.
I work for a
Powered by our research co-founders.
Shachar Kariv, PhD
Benjamin N. Ward Professor of Economics
UNIVERSITY OF CALIFORNIA, BERKELEY
