Neuroprofiler

We assess investment profiles through
behavioral finance and gamification to increase your sales

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

IBM Analytics, 2018

"ESMA aims to (...) incorporate the outcome of studies in the area of behavioral finance."

European Securities and Markets Authority (ESMA), 2017

Assess your clients’ financial situation, knowledge, experience and risk profile through an immersive onboarding process based on behavioral finance

Assess your clients’ ESG preferences through an interactive questionnaire based on behavioral finance

Identify the most suitable assets for your clients (portfolio, funds, private equity…)

Promote upselling by helping your clients know more about financial products with our tailor-made e-learning application

Anticipate clients’ behaviors (overreaction to losses, retention rate, need for advisory services…) with the collected cognitive data

Recommend credit and insurance products based on the collected cognitive data

Our client suitability assessment process has been reviewed by top tier consulting firms
The use of behavioral finance is recommended by the European financial regulator

Neuroprofiler provides a gamified onboarding process to increase client engagement while reducing friction and costs
80% preference over traditional questionnaires

Our dynamic questionnaire helps you to capture a large variety of investment profiles to recommend the right financial products

Our solution can be used as a standalone or easily integrated to your IT system with our API or i-frame
The solution can be deployed in the cloud or on premise
All the data is handled anonymously

We start from scratch or improve an existing client suitability process
We offer 40+ different designs to address the expectations of all end clients, from mass affluent millennials to senior high net worth individuals

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