MoneyMind's AI behavioural intelligence gives financial advisory firms a psychological blueprint of how their clients make financial decisions — how they save, spend, plan for retirement, invest, and react when markets get messy.
Trusted by advisors across the globe
Turn a five-minute profile into insights that will transform every client connection.
Decode insights. Guide action. Share success.
MoneyMind is the starting point for everything in your advice process — and the reason prospective clients move from curious to committed. The more you know about your client, the less work you have to do to win them over.
Replace your outdated risk questionnaire for a tool that uncovers deeper behavioural insights, works as a powerful lead magnet, and accelerates client trust.
Predict decisions. Prevent churn. Drive growth.
MoneyMind is an AI behavioural intelligence platform that can predict investor financial patterns across cohorts. Unlock a new dimension of investor data — go beyond demographics and account balances — capture the psychological drivers behind your investors' financial decisions.
Expand your data lake with behavioural insights across your entire investor base — personalise products and services at scale, anticipate churn, and protect AUM.
Walk into every meeting already knowing how your client thinks. Build your advice to fit the person — not a risk profile score — watch how they commit.
One embed link dropped into your digital journeys — website, emails, portal, or socials — generates warm, engaged leads who already trust your process.
While AI can handle the numbers and the plan, MoneyMind overlays behavioural intelligence to help advisor do what no technology ever will.
Investing isn't about beating others at their game.
It's about controlling yourself at your own game.
CEO and thought leader in fintech, with 20+ years across tech and wealth management. Her passion for behavioural science initiated MoneyMind.
A highly regarded fractional tech leader with three decades in enterprise platforms, AI, and startups — from major banks to pioneering enterprise AI.
Combines academia and practice: Bachelor of Psychology, Bachelor of Commerce, PhD in Law & Economics, and Financial Planning. Her work initiated MoneyMind.
MoneyMind handles the most sensitive thing in advice: how a person actually feels about money. We've built the platform around that responsibility from the first commit.
Every profile is encrypted end-to-end between client and advisor.
Client data stays on-shore in local regions (Australia, UK, and US), hosted with certified infrastructure.
Every action is logged, every consent is timestamped, every report is exportable. Built around the regulatory reality advisors actually live with.
Only your practice sees your clients' profiles. Role-based permissions, single sign-on, and per-client revocation in one click.
Aligned to Global Privacy Principles and GDPR. Subject access, right-to-erase and data-portability requests are handled inside the app.
Sensitive client data is redacted before any aggregate analytics. Anonymised cohorts power the Personas layer — never identifiable people.
Stop guessing how your clients will react. Start knowing. Give yourself the most powerful client-discovery tool in the advice industry.
