The new standard of
understanding investors.
MoneyMind™ maps the behavioral intelligence layer that drives investor decisions — across product, distribution, retention, and growth.
Investment decisions are influenced by emotion and behavioral bias — not logic.
What changes when you understand your investors.
Expand Your Data with Behavioral Intelligence.
Unlock a new dimension of investor data — go beyond demographics and account balances — understand the behavioral biases that shape contribution rates, investment choices, and engagement — so you can predict churn, personalize experiences, and protect AUM.
Persona Cohorts that support Client Lifetime Value.
Analyze behavioral characteristics across your investor base and leverage persona archetypes that represent key investor segments.
Investor cohorts enable you to personalize products, optimize digital advice with higher acceptance, and craft nudge communications that increase retention and engagement.
- The Security Seeker22%626
- The Confident Grower18%512
- The Quiet Worrier17%485
- The Avid Optimist15%427
Signals that predict investor decisions.
Anticipate how your investors will react, what actions they'll take, and whether they'll abandon their investment plan, so you can tailor your communications before panic sets in.
Identify investor triggers that protect your AUM — impulsivity, optimism bias, loss aversion, and anxiety — all the emotions that can override rational investing.
Risk signals
· 2,847 clients profiledOmni-channel onboarding.
Deploy MoneyMind wherever your investors are — behavioral data you can capture across your investor base.
Embed into your digital advice journeys, client portals, marketing, social media, and QR codes — unlike traditional questionnaires, MoneyMind feels like a valuable personal insight tool, not a data collection exercise.
MoneyMind's unique features designed to elevate your investor experience.
The behavioral intelligence layer for every investor record.
The MoneyPattern™ dashboard turns 34 behavioral measures — plus risk tolerance and capacity — into five read-outs: how your clients save, spend, plan, invest, and react when markets fall. Each shows their strength, their roadblocks, and how to optimise them.
Pricing scales with your investor base.
Enterprise pricing is bespoke — based on the size of your investor base, integration depth, and data-requirements. We move fast on project delivery.
What a typical engagement includes
Predict
Our data insights anticipate member decisions, at an individual, persona, and cohort level.
Personalize
We hyper-personalize your digital advice, product marketing, and nudges at scale.
Protect
We can detect churn signals proactively — before it's too late.
Predict decisions. Prevent churn. Drive growth.
Give your team the psychological layer on every investor record — continuously refreshed, ready to action across product, retention, and comms.