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

Psychology in Action for Financial Services Portals

PSYCHOLOGY IN ACTION FOR FINANCIAL SERVICES PORTALS: How does Wi-Ai’s Investor Personality Profiler software drive customer engagement and retention? 4๏ธโƒฃ…

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

Managing the Market Craziness

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

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

Learning from history- this time isn’t different

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

read more
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…

read more
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…

read more
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:ย “Am I doing…

read more
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…

read more
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 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 clients that…

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

The Influential Mind

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

read more
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. โ€œI was surprised,โ€…

read more
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…

read more
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…

read more
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, youโ€™d probably…

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

Loss Aversion Bias and Client Retention

โ€œLosses loom larger than gains.โ€ This cheery quote comes from psychologists Kahneman and Tversky who, in 1979, identifiedย Loss Aversion โ€“…

read more
The Importance of Payback 1080 1080 Wi-Ai.net

The Importance of Payback

Itโ€™s vital to know what benefits you are getting when you choose to invest in new products or software for…

read more
Enter your
text here

    Yes, I would like to receive the Personality Profiler Newsletter (and yes, we never share your information)

    We use cookies to personalise content and ads, to provide social media features and to analyse our traffic. We share information about your use of our site with our social media, advertising and analytics partners. By continuing to use the site you accept the terms of our Cookie Policy and Privacy Policy.
    Cookies and Privacy