Our MIFIDprofiler is an immersive and adaptive questionnaire that leverages Behavioral Finance to effectively assess the MiFIDII/LSFin/DDA profile of your clients.
Financial situation
Financial experience
Financial knowledge
Investment objectives
30
% shorter than a traditional onboarding process
80
% of client and advisor satisfaction
3
MiFIDII/LSFin reviews by top-tier consulting firms
CLIENT CASE
Transforming the MiFIDII onboarding process into a client acquisition tool
Our MIFIDprofiler is used in the onboarding process of a robo advisor to optimize its client acquisition.