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Boost your customers' investments with behavioral finance

Discover our products
banquiers et clients qui travaillent ensemble pour faire fructifier leurs finances, grâce à la finance comportementale

InvestProfiler

Combine behavioral finance, appetite for sustainable finance and analysis of your clients' risk profile to optimize their investment choices.

EduProfiler

Boost your sales of complex products by helping your customers understand their mechanisms via our digital education platform.

InvestProfiler and EduProfiler are part of a three-stage continuous assessment and training cycle:

Assess your customers' knowledge

1. InvestProfiler analyses the client's risk profile, appetite for sustainable investment and financial knowledge.

Increase their financial knowledge

2. EduProfiler boosts financial skills with interactive, gamified modules.

Readjust their profile to diversify their financial products

3. InvestProfiler reassesses financial knowledge, adjusts the risk profile and opens up access to more complex products.

The pillars of our InvestProfiler and EduProfiler solutions:

MiFID II / LSFin / FCA
Compliance

Behavioral finance

Gamification

Flexible integration

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upselling more complex financial products

of dynamic and very dynamic profiles

of customer and advisor satisfaction

They trust us

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Articles

Discover our articles on behavioral finance, cognitive biases, gamification and much more.

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MiFID 2: what’s new in European regulation of markets in financial instruments in 2022

Following the financial crises, MiFID regulations have been enriched to offer ever greater transparency and protection to investors. Among the many changes made to the text, some concern the consideration of investors’ ESG preferences. Discover it in this article.

Gamification, artificial intelligence, blockchain… the major trends in the digitalization of the financial sector

The digital transformation spares no sector, and the banking and financial world is no exception.  Here is an overview of the main trends in the digitalization of the financial sector.

Cognitive bias: Ratio bias

Behavioural finance studies the impact of cognitive biases on our financial decisions. Discover them starting with the ratio bias.

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