A data lake like no other.
Go beyond demographics: unlock the power of human behavioural finance data to create insightful client persona cohorts and product segmentation strategies.
DIRECT INSIGHTS INTO IMPACT
Know your customer cohorts before they walk through the door.
-
Gain deep behavioural insights into how your customers think and feel about money & investing
-
Balance psychology with risk for a more robust & compliant assessment
-
Unlock human cohort data by understanding your customers financial mindsets & personas at scale
ENHANCE YOUR CUSTOMER EXPERIENCE
Money personality quizzes are a successful way to...
-
Engage customers instantly with insights that ignite their curiosity and self-understanding
-
Elevate personalisation by knowing customers financial behaviours and preferences
-
Expand your data lake by obtaining real insights to tailor digital advice journeys that resonate
A Behavioural Finance Platform.
Discover MoneyMind's innovative software features designed to supercharge client onboarding, elevate client interactions, and unlock the power of human behavioural data.
Behavioural Profiling
Unlock your client's financial decision-making framework.
Funnel engaged prospective clients into your advice journey.
Risk Profiling
Deliver compliant risk profiling using our four pillars of risk.
Elevate your client comms & meetings using our AI Agent.
Launching Soon.
Identify client cohorts using personas for Digital Advice.
Integrate MoneyMind into your digital advice journeys.
Your Essential Guide for Building a Data Lake of Customer Financial Behavioural Data.
This guide equips firms with the knowledge and strategies necessary to construct and utilise a data lake of customer behavioural data, driving both growth and customer satisfaction in the evolving digital landscape.
-
Capture more than just demographics
-
Understand patterns and trends across your customers
-
Segment and develop persona cohorts to augment marketing, products & services
7 Step Guide Download
Validated on 380,579+ research participants across the globe.
Our Team
Passionate. Dedicated. Thought leaders.
%20x.jpg)
Insights about MoneyMinds
Interesting insights. Learn more.
MONEYMIND FOR FUND PROVIDERS
Contact Us.
We're here to answer any questions and get you acquainted with MoneyMind Profile.
You can book a meeting to see MoneyMind in action.