Benefits

• • Higher performance & returns:  Identify and counteract cognitive bias

• • Better investment decisions: Determine preferences and styles

• • Successful financial behavior: Discover unconscious emotions and performance obstacles

• • Optimize team composition by using behavioral team analytics

• • Effective employee selection with behavioral screening of candidates

• • Excite clients with individual insight and advice by understanding their behavioral traits and preferences

• Make powerful predictions and product recommendations with behavioral data

Services

Behavioral Finance Scan

• • Generates objective, detailed behavioral analysis of financial professionals and teams

• • Determines decision-makers’ behavioral make-up and decision tendencies, quantitatively and qualitatively

• • Identifies hidden cognitive bias, emotions-based tendencies, other behavioral red flags

• • Uses cutting-edge behavioral and psychometric methods to reveal unconscious influences on investing behavior

• Provides behavioral data about professional decision-makers that lead to actionable financial results

Behavioral Profiling Solutions

• • Make behavioral profiling part of your product and services

• Deliver people insights to predict and motivate client behavior