Slide

Assess your clients'
risk preferences through
behavioral finance

element65 element67 element68

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

80

% rate of predictability vs. 10% for traditional risk profiling

100

Different risk profiles

80

% of client and advisor satisfaction

7

% 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.

Read more

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

User-friendly. Available on smartphone, tablet and PC.