We know you value your clients.
This is why we want them to “GET” that at a deeper level
Let our long professional journey in financial services and customer psychology help you get there faster
Clients feel misunderstood
It doesn’t matter how much valuable information you give clients. If they feel misunderstood at an emotional level, it won’t register the way you think it will
Fun, intuitive and thought-provoking
No tricks
We wanted to build an ethical and compliant tool. No tricks or secrets, your client sees the same profiling information as you do
WHY IT’S IMPORTANT
Our features
Impact of Behavioural Profiling on Investment Performance
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Creating awareness of bias can enhance annual returns by 3-6% by promoting disciplined strategies.
Source: Arthur D Little, 2023
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Behavioural Oriented strategies can lead to 25% higher customer retention rate.
Source: P&C Global, 2024
Our Sectors
Explore the impact of our behavioural profilers in your specific area of expertise
Hear from some of our valued partners
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John Smith
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John Smith
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John Smith
Meet the TEAM
Our Senior Team has decades of experience in financial services, fintech, regulatory compliance and sales and marketing
Founder and CEO
A financial services/fintech founder and director for more than twenty years, Fiona is passionately interested in fintech with a heart.
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After an early career as a lawyer, Fiona founded and ran both a specialist consultancy company and a highly client-centred boutique IFA business. Based on her learnings from this, she developed the concepts that underlie WTL’s Investor Personality Profiling software.
Non-Executive Director
Peter is a chartered accountant and experienced non-executive director, operating in fintech and other sectors.
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Peter practices as both a Chartered Accountant and an IFA (via his business, Cambridge Financial Services Ltd). He brings valuable insights to WTL, based on his highly relevant background and experience in financial services and as an NXD of a fintech start-up.
Director of Technology
Kieron is an experienced developer and leader of software teams, with a strong background in building fintech products from the ground up.
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As well as leading the charge on the development of WTL’s software, Kieron has played a key role in developing products for innovative businesses such as Savernake Capital (systematic hedge fund) and Giacom (cloud platform for MSPs).
Director of Digital
Tasos is a seasoned expert in website design and development, e-commerce and performance marketing.
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TAKE THE NEXT STEP
Continue the conversation to allow your clients to feel your value on a new level
