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  • Fiona Karlin (Admin)

Psychology in Action for Financial Services Portals
Psychology in Action for Financial Services Portals 1280 720 Fiona Karlin (Admin)

PSYCHOLOGY IN ACTION FOR FINANCIAL SERVICES PORTALS: How does Wi-Ai’s Investor Personality Profiler software drive customer engagement and…

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  • Fiona Karlin (Admin)

Managing the Market Craziness
Managing the Market Craziness 1200 1200 Fiona Karlin (Admin)

โ€œLoss Aversionโ€ is a behavioural finance bias that which poses a giant problem amid market craziness for financial…

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  • Fiona Karlin (Admin)

Learning from history- this time isn’t different
Learning from history- this time isn’t different 1200 1200 Fiona Karlin (Admin)

This time it’s different …. As a seasoned financial services professional you know it isn’t. But in the…

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  • Wi-Ai.net

Behavioural science and the Consumer Duty: how can Wi-Ai help financial advisers survive and thrive?
Behavioural science and the Consumer Duty: how can Wi-Ai help financial advisers survive and thrive? 2560 1707 Wi-Ai.net

The rules embodying the “Consumer Duty” require firms to put even more focus on supporting and empowering their…

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  • Wi-Ai.net

The Power of Emotional Connection: Clients Remember How You Made Them Feel
The Power of Emotional Connection: Clients Remember How You Made Them Feel 1920 1108 Wi-Ai.net

  Let’s dive into a topic that resonates deeply with all financial services professionals: client relationships. While delivering…

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  • Wi-Ai.net

Embracing the Human Factor: Staying Relevant in an Era of Online DIY Investment
Embracing the Human Factor: Staying Relevant in an Era of Online DIY Investment 652 720 Wi-Ai.net

Here’s a question that every astute financial adviser will have asked themselves at various points in their career:ย “Am…

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  • Wi-Ai.net

4 Key Behavioural Biases
4 Key Behavioural Biases 1080 945 Wi-Ai.net

Q: How does Wi-Ai’s Investment Personality Profiling software help your financial services clients understand what makes them tick…

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Business meeting between client and adviser
  • Wi-Ai.net

Client Engagement: Building long-term relationships with your clients
Client Engagement: Building long-term relationships with your clients 1920 1271 Wi-Ai.net

By incorporating ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฃ๐—ฒ๐—ฟ๐˜€๐—ผ๐—ป๐—ฎ๐—น๐—ถ๐˜๐˜† ๐—ฃ๐—ฟ๐—ผ๐—ณ๐—ถ๐—น๐—ถ๐—ป๐—ด ๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ into the advisory process, advisers can develop a holistic view of their…

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  • Wi-Ai.net

The Influential Mind
The Influential Mind 1280 1280 Wi-Ai.net

As a financial services professional, ย perhaps you have been in a situation where, despite a clear presentation of…

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  • Wi-Ai.net

The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success
The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success 506 385 Wi-Ai.net

Benjamin Franklin famously tracked thirteen personal virtues in a daily journal to push himself towards moral perfection. โ€œI…

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