Slide

Assess your customers'
MIFIDII/LSFin
profiles

MIFIDprofiler

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.

Improvement of MiFIDII compliance

The use of Neuroprofiler has allowed our client to meet MiFIDII recommendations for client suitability assessment and achieve the advisory licence.

Client satisfaction

80% of clients and advisors prefer MIFIDprofiler over traditional questionnaires.

Reducing drop-out rate from MiFIDII onboarding

Integration and customization

Adapted to your needs. Corporate identity, products, design...

100% anonymous. Deployable on the cloud or on-premise

Standalone or Integrated into your IT system

User-friendly. Available on smartphone, tablet and PC

MiFID II and Financial Knowledge Assessment

Neuroprofiler's white paper on mifid ii and financial literacy assessment

Discover our white paper about financial knowledge assessment on MiFID II

Learn more