

Assess your clients'
risk preferences through
behavioral finance







RISKprofiler
Our RISKprofiler is an immersive and dynamic questionnaire which helps assess your clients' risk preferences and predict their behavior tendencies through behavioral finance
Behavioral finance
Predict your clients' behaviors
Compliance
Meet MiFIDII recommendations regarding the use of behavioral finance
Gamification
Increase your sales thanks to an immersive and adaptive journey
% rate of predictability vs. 10% for traditional risk profiling
Different risk profiles
% of client and advisor satisfaction
% growth in sales of more dynamic products

Client Case: Meet the ESMA recommendations for client suitability assessment
Our RISKprofiler is used in the onboarding process of a Familly Office to meet the ESMA recommendations regarding the use behavioral finance in client suitability assessment.
Improvement of MiFIDII compliance
The use of Neuroprofiler helped our client to meet the MiFIDII recommendations regarding client suitability assessment
80% of customer satisfaction
Our RISKprofiler is preferred by_80% of clients and advisors by comparison to traditional questionnaires.
Reduction of the drop-out rate of the MiFIDII onboarding process
Growth in sales of dynamic products

Client Case: Marketing campaign of upselling to shift from euro funds to units of account
Our RISKprofiler is used by a life insurer in an e-mailing marketing campaign to invite their clients with a 100% euro funds portfolio to discover their risk profile and to boost their investments with more profitable units of account.
Boost of clients' investments with units of account
Increase the clients' outstanding amounts
Increase in client satisfaction
Integration and customization

40+ designs are available to suit all types of clients, from Millenials to senior clients

100% anonymous. Deployable on the cloud or on your servers

In standalone or integrated into your IT system
