Recommend products that match your clients' expectations
Our RECOprofiler recommends suitable financial products to your clients that match their preferences through behavioral finance
Your client's risk profile is assessed with our RISKprofiler
The ESG preferences of your client are assessed with our ESGprofiler or with an existing questionnaire
The financial literacy of your client is assessed with our MIFIDprofiler or with an existing questionnaire
Our RECOprofiler uses this data to select the right product for your clients from your product range using a behavioral finance algorithm
Client case: Sample portfolio selection for a private bank
Our RECOprofiler is used to digitize the advisory process in an international private bank. Combined with our MIFIDprofiler, our ESGprofiler and our RISKprofiler, our RECOprofiler allows this bank to offer its clients one of their 5 sample portfolios at the end of a user-friendly process that the client can perform remotely or in the presence of his banker.