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

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

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

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

The Power of Emotional Connection: Clients Remember How You Made Them Feel

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

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

Embracing the Human Factor: Staying Relevant in an Era of Online DIY Investment

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

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4 Key Behavioural Biases 1080 945 Wi-Ai.net

4 Key Behavioural Biases

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

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Business meeting between client and adviser
Client Engagement: Building long-term relationships with your clients 1920 1271 Wi-Ai.net

Client Engagement: Building long-term relationships with your clients

By incorporating 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘁𝘆 𝗣𝗿𝗼𝗳𝗶𝗹𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 into the advisory process, advisers can develop a holistic view of their clients that…

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The Influential Mind 1280 1280 Wi-Ai.net

The Influential Mind

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

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

The New Frontier in Financial Advisory Business: Leveraging Quantified Self and Technology for Client Success

Benjamin Franklin famously tracked thirteen personal virtues in a daily journal to push himself towards moral perfection. “I was surprised,”…

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Financial Infidelity? A look at the pitfalls for couples and financial decision-making 1080 903 Wi-Ai.net

Financial Infidelity? A look at the pitfalls for couples and financial decision-making

According to recent research by leading UK financial service provider, Aviva, almost 2 in 5 people in the UK who…

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How to support your clients in making better financial decisions 1488 992 Wi-Ai.net

How to support your clients in making better financial decisions

Are you a director or senior manager of a large financial advisory firm or network, pension/life assurance provider or employee…

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Optimism Bias (and how best to discuss this with your financial services client) 1536 1024 Wi-Ai.net

Optimism Bias (and how best to discuss this with your financial services client)

If I asked you how likely you are to experience crime, illness, divorce, job loss or an accident, you’d probably…

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time bomb with lit fuse
Loss Aversion Bias and Client Retention 2000 1333 Wi-Ai.net

Loss Aversion Bias and Client Retention

“Losses loom larger than gains.” This cheery quote comes from psychologists Kahneman and Tversky who, in 1979, identified Loss Aversion –…

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The Importance of Payback 1080 1080 Wi-Ai.net

The Importance of Payback

It’s vital to know what benefits you are getting when you choose to invest in new products or software for…

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What is Loss Aversion and how can it affect your clients’ investment decision-making? 2000 1600 Wi-Ai.net

What is Loss Aversion and how can it affect your clients’ investment decision-making?

Loss Aversion is a common bias experienced by investors. It’s a cognitive bias that clients can experience whereby they feel…

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Optimism is often a good thing. Optimism Bias: less so. 2000 1600 Wi-Ai.net

Optimism is often a good thing. Optimism Bias: less so.

And the next bias-based challenge that a Financial Adviser may come across… Optimism Bias The clue is in the name!…

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Anchoring Bias – Benign or malign? You decide! 2000 1600 Wi-Ai.net

Anchoring Bias – Benign or malign? You decide!

Another bias-based challenge that a Financial Adviser may come across… Anchoring Bias But what is it and how can it…

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