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
Meet MiFIDII recommendations regarding the use of Behavioral Finance
Gamification
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.
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 available. Suit all types of clients, from Millenials to senior clients
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
Discover our white paper about financial knowledge assessment on MiFID II