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.
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.
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%
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.
