Truly Know Your Clients
The best way to make the most out of your client relationships is to know what they need and be the one to meet that need. Finworx helps you understand each client’s decision-making process based on their behavioral biases and attitude toward risk. Then, we help you guide them toward their best investment decisions.
38% of clients believe quality investment information is the key to an advisor’s credibility. . .*
. . . but behavioral factors influence how each client perceives the quality of news and information. That’s why it’s important to 1) understand how individual clients respond to information and 2) personalize your delivery accordingly. Our approach is designed to help prove your credibility and turn your clients into raving fans.
Grow Your Book
An enthusiastic referral from a satisfied client is the most effective form of marketing. Since your clients already expect to hear from you, our persona-based tips help you exceed their expectations through highly personalized communication.
Your clients aren’t all the same. Your messaging shouldn’t be either.
360° View of Your Client
We use psychometrics and behavioral biases to give you a highly personalized, comprehensive view of each contact at a glance.