MONEYMIND FOR WEALTH PROFESSIONALS
Problems we solve.
Understanding clients collectively and consistently is paramount for underwriting lifelong relationships.
An enhanced client experience.
The traditional advice experience wasn’t designed for today’s psychology and digital age.
Engage prospects & clients with meaningful conversation starters. Fast-track initial meetings through shared insights that gain trust quickly and easily.
Provide a fun digital profiling experience with purpose.
Human first financial guidance.
The multi-dimensional role of an adviser can leave insufficient time for what clients value most.
Enhance your ability to tune-in and engage. Create lightbulb moments for clients using powerful insights into their unique financial blueprint.
Shape an advice journey that sets your firm apart.
Powerful client conversations.
Advisers don’t always know how to navigate the psychology of a client, or even know which questions to ask.
Assemble a holistic picture of a client’s financial behaviours & risk preferences. Use prompters that guide advisers through any advice conversation.
Balance economics with psychology for better profiling.
Protect your firm.
Consistency across client preferences and adviser recommendations can uncover potential conflicts.
Identify and address misalignment between a client’s risk tolerance, risk capacity and the level of risk required to achieve their goals.
Avoid decisions that could put your firm at risk.
