TRUSTED ADVICE
FOR BETTER FINANCIAL OUTCOMES
Deepening relationships
We help focus your time on increasing your client base, assets under management, share of wallet and sales of financial solutions. More meaningful client relationships lead to more actionable outcomes. Sitting down for a conversation can lead in many directions so it helps to have prepared insights about your clients true priorities.
building mutual trust
Emotion is reported to be the most important component of trust in financial advisory relationships. Vanguard has identified a +3% margin opportunity, of which half comes from better understanding client behavior and emotions around finance.
best interest advice
We help people who need financial advice understand their own feelings and priorities around finance. That allows you to have a much more effective conversation targeting the wealth planning topics that you can be sure matter most to your client.
HOW IT WORKS
Insights ADVISE is powered by AI software that observes clients’ reactions to short video segments and produces a report that both you and your client. You can then decide which topics are most important to prepare for the meeting and discuss. Advisors have told us this is especially useful in life changes, new client or spousal advisory situations and in reinvigorating long-term client relationships that needed some fresh input.
DIGITAL EXPERIENCE
You send your clients or leads a survey with an embedded video via web and mobile applications.
CLIENT INTERACTION
Your client watches the video during which emotional responses are processed and analyzed in real-time via webcam.
ACTIONABILITY
Your client and you as advisor receive a report detailing their highest priority financial topics with insights and comparisons for discussion.
WHY IT MATTERS
We help FINANCIAL ADVISORS understand their clients' attitudes and behaviors towards finance that creates more actionable financial planning conversations:
Create warm leads - Aspirational advisors growing their book in affluent wealth generate new leads by offering something of immediate value.
Engage your clients - Sparks new conversations with inactive clients about uncovered needs and life changes, promotes actionability.
Do more business with your clients - Aligns offering to most important client topics i.e. travel, education, parental care, giving, debt or starting a business.
We help CLIENTS and PROSPECTS understand their true feelings about finance and help them prioritize topics that need attention and advice:
Educational value - Find out something about yourself you didn't know and be able to apply that to a fundamentally important strategic topic.
Inspirational value - Helps you identify areas where you need to take action to promote a better financial outcome for you and your family.
Surprise factor - Creates an inflection point that prompts requesting and receiving advice in context of your own behavioral profile.
PRODUCT FEATURES
ADVISOR MANAGEMENT
Manage your account, profile and add co-advisors to your plan.
BRANDING
Personalize and tailor the experience to your firm’s brand and style.
VIDEO MANAGEMENT
Select the right media for the right audience by creating your own rules.
ADVISOR DASHBOARDS
Promote, Monitor and Manage your clients and new leads from your own personal dashboard.
Powerful AI Analytics
Behavioural analysis for your clients and leads based on cutting-edge facial emotional recognition technology.
CLIENT AND ADVISOR REPORTS
Assess your clients and leads financial planning priorities and prepare the right topics for an insightful meeting.
PRICING
All features are included in the monthly subscription fee*
$99/month
per registered advisor
* 1-month Free Trial before you pay anything
ARE YOU AN ENTERPRISE?
Additional features for enterprise include dedicated cloud or on-premises deployment, full administrative dashboard, fully customizable reporting, and company management.