
Help your clients
better understand
financial products

% of investors think they lack financial knowledge to invest
% of investors invest in conservative products due to limited financial knowledge
of euros of fines from the AMF over the past 5 years due to poor assessments of financial knowledge
EDUprofiler
Boost your sales of complex products by helping your clients understand their mechanisms through a gamified financial education application
An adaptive knowledge test allows you to evaluate your customers' knowledge at the onboarding stage in order to personalize the experience for your clients. If you use this module as a combination with the MiFIDprofiler module, in which your clients' knowledge is already assessed via a questionnaire, this step of our financial education application will be optional.
Based on your clients' answers to the financial knowledge test, your client is invited to discover financial products whose mechanisms he or she has not yet mastered.
When this module is combined with the MiFIDprofiler module, it is possible to highlight in the application only those financial products that correspond to the client's risk profile.
The list of these products can be customized to your products.
Each lesson consists of an infographic, an illustrated article and it ends with a knowledge validation test.
This content can be consulted in autonomy by the client or in the presence of his advisor. It can be customized to your products.
This module can be connected to our MiFIDprofiler module or to your current IT system in order to update the knowledge profile of your customers according to their progress in the e-learning application.

Increase your sales by educating your customers, in line with financial regulations
In order to better protect investors, European regulations require the assessment of financial knowledge so that individual investors invest in products they understand.
As a consequence, advisors have to sell conservative products to less experienced clients, even if they are willing to invest in dynamic products.
The ESMA therefore calls for measures to improve the financial education of individual investors.
Our financial education application helps you train your clients to recommend products that perfectly match their risk profile, regardless of their complexity.
This application can be used remotely by the client or in the presence of his advisor.

Preparing for the generational transition
Educate your new generation of clients to prepare for the future and ensure their loyalty thanks to a gamified application to help them discover the world of investments.
Integration and customization

We customize our EDUprofiler to your products

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

In standalone or integrated to your IT system
