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.
Chief Scientist, Professor Shachar Kariv, recent chair of the Economics department at UC Berkeley, discusses the “need to bring the science of understanding the client to the same high level of the science of building portfolios.”