InvestProfiler
Discover InvestProfiler, our digital questionnaire designed to efficiently establish the risk profile of your end customers. Thanks to its short, gamified format, it offers a unique user experience.
The 3 main elements of this questionnaire
Analysis of financial knowledge
The questionnaire harnesses gamification through interactive games to assess the customer's financial knowledge, ensuring a fun and accurate analysis tailored to their profile.
Risk profile assessment
In just 3 to 4 questions, the questionnaire identifies risk profiles through an analysis of cognitive biases, offering a personalized approach that's true to each customer's financial preferences, thus considerably reducing the litigation rate.
An appetite for sustainable finance
The questionnaire assesses the customer's appetite for sustainable finance through interactive games, offering an analysis aligned with the European Taxonomy and SFDR.
Shorter than traditional onboardings
gained per customer each year
upsell to more complex financial products
dynamic and aggressive investment profiles
Our questionnaire complies with international regulations
InvestProfiler is designed to be fully compliant with international financial regulations, ensuring a reliable and secure experience for your customers.
We meet the following main regulations:
- European Union : compliant with MiFID II, European Taxonomy, SFDR (Sustainable Finance Disclosure Regulation) and DDA (Insurance Distribution Directive)
- Switzerland : Compliance with LSFin (Financial Services Act)
- United Kingdom : Aligned with UK financial regulations, including the FSMA (Financial Services and Markets Authority) equivalent of MiFID
Our solution is rigorously designed to comply with current legal standards, ensuring optimum transparency for your customers.
Fully customizable
Our platform is fully customizable to suit your specific needs. While we have developed our own course, all screens and content can be modified to suit your existing course. We can also adapt the platform's colors and logo to reflect your corporate identity.
Customized deployment
Designed for a fully tailored implementation, our solution can be deployed on-premise for total control of your data and infrastructure, or in the cloud for scalability and resilience. What's more, the solution is available as a SaaS mode for rapid implementation and ongoing maintenance.
EduProfiler
To take things a step further, discover our EduProfiler financial education platform to boost your sales of complex products by helping your customer increase their knowledge of financial products.
Need more information or want to talk? Feel free to contact us