The powerful way to acquire and retain financial services clients by helping them to make better decisions
Bridging the emotional disconnect in a digital world
Redefining Client Engagement with Intelligent Personalisation
Our profilers harness psychology to understand clients, reduce bias and drive retention
MITIGATE BIASES
Psychology-driven investor profiling identifies and helps mitigate cognitive biases
EMOTIONAL UNDERSTANDING
Tailored, emotionally intelligent understanding of clients
ENHANCED ENGAGEMENT
Enhanced decision-making, boosting engagement and retention across platforms
People may not recognise their feelings, but they always respond to them
Our features
The Emotional Disconnect
Disconnected clients, impersonal experiences and biases erode trust and outcomes
DISENGAGED CLIENTS
Disengaged clients, lack of personalisation and emotional connection
COGNITIVE BIASES
Cognitive biases, poor decision-making, not recognised by advisers and providers
MISSED OPPORTUNITIES
Result? Lower retention rates and missed revenue opportunities
EMPOWERING CLIENT UNDERSTANDING
Let us help you make your process- especially online- better and more personal using our ethical personality profiling software
1
Wi-Ai provides investor personality profiling software for financial services firms
2
Boosts engagement and retention by empowering retail clients in financial decision-making
3
Enhancing client understanding while adhering to FCA principles and maintaining transparency
Psychology in Action
Activating Emotional Engagement
4 PROFILERS
Designed in conjunction with an industry leading psychologist, enjoyable and easy to answer
7 QUESTIONS IN EACH
Identifies susceptibility to four key behavioural biases and associated emotional responses, values and motivations
MULTIPLE JOURNEYS
Start a deeper conversation with clients/customers, online and in person, and personalise future comms
NEXT STEPS
CONTINUE THE CONVERSATION WITH PERSONALISED CLIENT JOURNEYS AND ENHANCED COMPLIANCE
END OF FIRST SECTIONS
2B. EMPOWERING CLIENT ENGAGEMENT
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Creative ideation
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Design & presentation
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Execution
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