UNDERSTAND YOUR CLIENTS
EMOTIONAL REACTIONS

Insights ADVISE allows investors to better understand how they feel about important financial decisions while providing financial advisors enriched behavioral profiles. The assessment can be taken at home or in the office and investors only need to answer a few simple questions and watch a short video.

Key Benefits

  • 4x better Click Through Rate compared to Email
  • 50% improvement in Net Promoter Scores
  • Actionable and personalized advice
  • Available on Web and Mobile

HOW IT WORKS

LEAD GENERATION

lead generation

Including personalized advisor landing page, email and social media campaigns.

CLIENT ENGAGEMENT

client engagement

With personal behavioral profile creation and enhanced traditional risk profiles.

CLIENT RETENTION

client retention

Through actionable advice for Financial Advisors to provide personalized service.

Pricing

  • All features and benefits are included in a monthly subscription fee of $199 per Advisor