The new standard of
understanding investors.
MoneyMind™ maps the behavioural 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 — capture the psychological drivers behind investor financial decisions.
Understand the behavioral biases that shape contribution rates, investment choices, and engagement — so you can predict churn, personalize experiences, and protect AUM.
- Steady Saver28%
- Cautious Investor22%
- Considered Spender18%
- Retirement-Ready17%
- Anxious Avoider9%
- Other6%
- Steady SaverHigh16,240 investors
- Cautious InvestorHigh12,870 investors
- Anxious AvoiderAt risk5,260 investors
- Impulsive OptimistVariable8,140 investors
Build Persona Cohorts That Predict Client Lifetime Value.
Analyze behavioral characteristics across your investor base over time and automatically build persona archetypes that represent key investor segments.
Reveal investor cohorts that enable you to personalize products, optimize digital advice with higher acceptance, and craft nudge communications that increase retention and engagement.
Predict Investor Decisions Before They Happen.
Anticipate how your investors will react, what actions they'll take, and whether they'll abandon their investment plan — before it impacts your fund.
Identify investor triggers that protect your AUM — impulsivity, optimism bias, loss aversion, and anxiety — all the emotions that can override rational investing.
Omni-channel Distribution.
Deploy MoneyMind wherever your investors are — maximizing reach and broadening behavioral data capture across your entire 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 behavioural intelligence layer for every investor record.
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.
Personalise
We hyper-personalise 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.