UNDERSTAND YOUR CLIENTS EMOTIONAL REACTIONS

CLIENTS

Insights ADVISE helps clients better understand their own behaviors towards money and attitudes to risk and aligning financial products to their best interest. Clients can make a more educated selection of financial offerings.

ADVISORS

Insights ADVISE helps advisors understand their clients attitudes and behaviors towards finance, increase conversion and improve retention of clients while confirming the client truly understands their investment advice.

COMPANIES

Insights ADVISE provides stronger compliance with fiduciary rules and regulations by capturing clients rational & emotional self awareness, while mapping risk tolerances to individual portfolios, ensuring realistic goals and expectations.

HOW IT WORKS

SURVEY

INSTALL NETWORK CAMERA

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CONFIGURE INSIGHT LIVE ONSITE OR CLOUD SERVER

ONLINE REPORT

ACCESS REAL-TIME DASHBOARD

GET IN TOUCH

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WHERE IT CAN BE USED

FINANCE

FINANCE

To enable wealth planners and financial advisors to work in the best interest of your customers, Insights ADVISE offers a new dimension to digital solutions. It is at the core of EmotionAdvisor, an online financial planning tool that uses emotion recognition technology.

View Case Study
INSURANCE

INSURANCE

Insights ADVISE provides innovative solutions that help insurance companies assess their customers' needs, preferences and unrecognized emotional responses to various risks. This allows insurance providers to take customer interaction to the next level.

 

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