MONEYMIND FOR DIGITAL ADVICE JOURNEYS

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MoneyMind Digital Advice.

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Seamlessly integrate MoneyMind Profile sections into your Digital Advice solution to capture unique behavioural insights and data across your clients.

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MONEYMIND FOR MEETING AGENDAS

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Digital Advice Journey's

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Embed MoneyMind Profile sections at various stages of your digital advice journey's, capture insights including:

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• Goals

• Learning Style

• Personal Priorities

• Financial Understanding & Confidence

• Decision-Making Framework (impulsivity, optimism, deliberation)

• Risk (need, capacity, tolerance)

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