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We assess investment profiles through
behavioral finance to improve compliance and client insight

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INVESTOR SUITABILITY ASSESSMENT TODAY

"The assessment of suitability is one of the key requirements for investor protection"

European Securities and Markets Authority (ESMA), 2017

error

Data is
underexploited

dollar

$Billions
in fines

mouse

Bad user
experience

"Rich customer data gathered through profiling questionnaires is under-exploited by banks"

IBM Analytics, 2018

HOW DOES IT WORK?

1

Create

Create a customized client suitability assessment questionnaire

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ipad-play
2

Play

Send it to your client, who can fill out the questionnaire online on any device

3

Understand

Get deep insights into your client's investment profile and enhance your client segmentation

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4

Advise

Make tailored recommendations taking into account your true client's investment preferences and biases

FEATURES

segmentation

In-depth Segmentation

bank

MiFID II Compliant

dice

Gamification

+

0

Different investor profiles can be assessed with 80% of predictability thanks to advanced behavioral finance models

balance

Our solution can be easily adapted to different regulations

brush

Highly customizable platform with 30+ different designs and a white label option

CLIENTS, PARTNERS & AWARDS

BNP
BPCE
FTV
Fusion

Notz Stucki
gsb
supercharger
ING

société générale
allianz
patrimonia
orange

Press

challenges"
maddyness
efinancial careers
paperjam
usine digitale
decideurs
frenchweb
agefi

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