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

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INVESTOR SUITABILITY ASSESSMENT TODAY

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Data is
underexploited

dollar

$Millions
in fines

mouse

Poor user
experience

"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

OUR SOLUTIONS

1

MiFIDII/LSFin Client Suitability Assessment

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

MIFID
ESG
2

ESG Profiling

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

3

Financial Recommendation

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

Recommandation
Education
4

Financial education

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

5

Behavioral prediction

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

Prediction
Selling
6

Cross-selling

Recommend credit and insurance products based on the collected cognitive data



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FEATURES

segmentation

Behavioral Prediction

  • 80% predictability for our algorithm vs. 10% for traditional questionnaires
  • Based on 1.5M+ academic publications
bank

MiFIDII/LSFin compliant

  • 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
dice

Gamification

  • Neuroprofiler provides a gamified onboarding process to increase client engagement while reducing friction and costs
  • 80% preference over traditional questionnaires
1000

Different investment profiles

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

Flexible IT deployment

  • 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
dice

Fully Customizable

  • 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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CLIENTS, PARTNERS & AWARDS

BNP
BPCE
AG2R
Fusion
Notz Stucki
Allianz
Supercharger
ING
Société Générale
InvestGlass
One Swiss Bank
Orange

Press

challenges
maddyness
efinancial careers
paperjam
usine digitale
decideurs
frenchweb
agefi

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