Switch to the fast lane
for client engagement

Wi-Ai provides investor personality profiling software for financial services firms.
Knowing how your clients really feel about finances allows you to engage on an entirely new and deeper level

Switch to the fast lane
for client engagement

Wi-Ai provides investor personality profiling software for financial services firms.
Knowing how your clients really feel about finances allows you to engage on an entirely new and deeper level

Your new era of client relationships starts here

Meet your new key to clients’ confidence and connection

PROFOUND
ENGAGEMENT

They remember how you made them feel.
Clients value your understanding of how they really feel about money, allowing you to communicate on a more profound level

CLIENT
RETENTION

Satisfied clients stay put.

Behavioural Oriented strategies can drive a 25% higher customer retention rate.
Source: Arthur D Little, 2023

REVENUE
GROWTH

Customer loyalty drives revenue growth.

Behavioural Oriented strategies can lead to a 30% increase in financial product sales. Source: P&C Global, 2024

PROFOUND
ENGAGEMENT

They remember how you made them feel

Clients value your understanding of how they really feel about money, allowing you to communicate on a more profound level

CLIENT
RETENTION

Satisfied clients stay put

Behavioural Oriented strategies can drive a 25% higher customer retention rate.

Source: Arthur D Little, 2023

REVENUE
GROWTH

Customer loyalty drives revenue growth

Behavioural Oriented strategies can lead to a 30% increase in financial product sales.
Source: P&C Global, 2024

PROFOUND ENGAGEMENT

Receive global employer payments directly into your account.

Protection & Security

No monthly charges for holding your money in the account indefinitely. No monthly charges for holding your money in the account indefinitely.

Transfer Home

Return money to your local bank with the best available market rates.

Hear from some of our valued partners

Let’s start that together!
Explore your options

Compare Plans

Demo (Free)

Pro Solo

Pro Enterprise

Engaging and in-depth profilers
Immediate on screen feedback

Comprehensive Profile
Report instantly available

Intuitive and powerful backend
Multiple comms streams tailored to results
Potential integration with other tools and systems

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