What’s driving your clients’ behavior?
Behavioral Risk Survey
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.
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.
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.
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.
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.
Just wait until you try it. . .