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

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.

“I was surprised,” he wrote later, “to find myself so much fuller of faults than I had imagined, but I had the satisfaction of seeing them diminish.”

In many ways, Franklin was the original proponent of “the Quantified Self” – a term which refers to the cultural phenomenon of self-knowledge through self-tracking.

The key difference, however, between the Quantified Self as we understand it today, and the model used by Franklin, is technology.

Even if you haven’t heard this term before, you’re familiar no doubt with the huge rise of devices and services which track everything from sleep activity to calorie intake.

As humans, we love finding meaning in our personal data. It’s the reason we buy Fitbits, take personality tests, or even check our horoscopes.

Wi-Ai tools appeal to the same instinct as the Quantified Self. By helping the clients of investment professionals identify and understand their behavioural biases relating to money, our Investment Personality Profiling technology enables you to have interactions with your customers in which they feel fully “seen” and highly valued.

While we’re on the subject, what’s the most valuable thing that technology has taught you anything about yourself?

To discuss whether Wi-Ai can help you and your customers understand and master behavioural biases, contact us at [email protected] to confirm your interest in a free, no obligation trial.

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