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Chief Persona

    Get to know our Chief persona in this "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral Risk Survey, and...

Outlaw Persona

    Get to know our Outlaw persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas… Our personas are determined by our Behavioral Risk Survey,...

Inspector Persona

    Get to know our Inspector persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral...

Guardian Persona

    Get to know our Guardian persona in this short "slow jam" video. Transcript Finworx is an email engagement software for financial advisors that puts behavioral finance into action using investor personas. Our personas are determined by our Behavioral...

Medicare Open Enrollment 2017

Medicare open enrollment began October 15 and is open until December 7. Open enrollment is a time each year when individuals eligible for Medicare benefits (those age 65 or older) can join a new Medicare plan or change aspects of their existing plan. This is the only...