EBITDA increase
in the wealth management industry
- Decrease in the cost of building the private investor's profile and selecting the most suitable investment - Increase in the total revenue via involvement of a greater number of clients into greater number of the regular transactions - Better client experience thanks to: modern and short profiling process investment and behavioral training for your customers obtaining investment results truly suitable to the profile
Compliance with private investor protection and investment suitability regulations
Assessment of the Risk Profile of a private investor based on the leading Swiss methodology
Recommendation to the private investor of the most suitable solution from your investment universe
Get the maximum of investor information with the minimum efforts from his side
- Interactive process with game elements, total time less than 10 minutes - Short and intuitively easy questions for the investor of any sophistication level - Possibility of the detailed analytics of the results as well as user behavior throughout the process