865.243.8000 info@finworx.com

What’s driving your clients’ behavior?

 

 

 

Finworx is now Lirio Finance—new name, same core technology, behavioral approach, and team! Learn more about our vision for expanding our impact at Lirio.co/Finance.

The Finworx Effect

Find out how real advisors use Finworx360 to put behavioral finance into action for their practice.

 

How We Put Behavioral Finance Into Action

Behavioral Risk Survey

Our Behavioral Risk Survey was carefully crafted by our behavioral finance experts to reveal investors’ willingness to take risk and other preferences that help you understand their risk tolerance.

360˚ View of Your Client

We use psychometrics, behavioral biases, risk preferences, and persona segmentation to give you a highly personalized, comprehensive view of each contact at a glance.

Persona-Based Messaging

Our persona-based communication tips help you deliver the information your clients expect in the most effective way to help them make their best decisions and improve their investment outcomes.

Privacy Promises

1. We will not contact any of your clients or prospects at any time for any reason.

2. Anything you upload into Finworx360 and all survey information is kept 100% private.

3. Neither your clients nor prospects will receive a copy of their survey results or any information on their biases or investor personas. Behavioral Risk Survey results are for your internal use only.

Know How Your Clients Think

FINRA requirements, fiduciary standards, DOL legislation, and industry best practices all emphasize the importance of truly knowing each and every client to serve their best interests. So, it stands to reason that your credibility as an advisor hangs on how well you know your clients. To truly improve outcomes and consistently deliver value, you must go beyond what your clients say, and strengthen your understanding of how they make decisions—what they actually do.

Segment Your Clients By Persona

Persona segmentation has long been used in marketing to represent “ideal customers” for wildly successful behaviorally-targeted campaigns. Finworx investor personas represent your clients and contacts by their unique risk preferences and behavioral biases. Our personas give you a quick view of each contact’s investment style at a glance and offer communication tips to serve each investor type most effectively—an incredibly efficient way to personalize your communication at scale.

Interesting, right?

Just wait until you try it. . .

For you.

 

For your organization.