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From savings to
insurance and credit

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CROSSprofiler

Through an IDD compliant unique questionnaire, our CROSSprofiler questionnaire helps you recommend credit, insurance and savings products thanks to behavioral finance

Savings

Insurance

Credit

Behavioral finance

Decrypt your clients' preferences in terms of savings, insurance and credit

IDD advisory duty

Ensure your compliance with IDD 

Gamification

Increase your cross sales thanks to gamification

Client case: Marketing campaign of an insurance company to promote its savings and pension products through a single questionnaire

The insurance company sends a link to its dormant clients through a gamified questionnaire based on behavioral finance to help them discover their investor profile and, at the end of the questionnaire, offers them savings and insurance products adapted to their profiles.

Promote cross-selling

A unique questionnaire helps to promote both investment and insurance products .

Increase client satisfaction

75% of end clients enjoyed the Neuroprofier user experience duing the marketing campaign

Integration and customization

We adapt our CROSSprofiler to your products

100% anonymous. Hosted in the cloud or on-premise

In standalone or integrated to your IT system

User-friendly.
Available on smartphone, tablet and PC