Connect

between investor knowledge gain

and advisor proposals in an ongoing process

Investor :

Knowledge Gain

Listener :

Wealth Manager

AI

ENGINE

Customer

Profile Revealed

THE SOLUTION

Reveal your true customer needs

WEALTH MANAGERS

Share proposals and content
Hyper-personalized service
Increase Customer LTV

REVEAL YOUR CUSTOMER PROFILE

AREAS

OF INTERESTS

Sectors,

Industries, ESG Values, Commodities

PREFFERED

CONTENT

TYPES

Technical/Value Analysis, Blogs/News

REFINED GOALS AND

RISK

Investment Horizon, Life Events,

Risk Profile

Emails, SMS, Phone Calls, Frontal/Zoom Meetings

PREFFERED

COMM

CHANNELS

INVESTORS

Perception of control
Tailored proposals
Exposure and knowledge

DEVELOP KNOWLEDGE AND CONTROL

TAILORED

PORTFOLIO

Financial News, Analysis Reports, Blogs. Educational Content

ADAPTIVE

INTERACTION

Reading, Scrolling, Responding with Emoticons

EXPOSURE

TO NEW

TOPICS

Adjust Content Based on Big Data Analysis

Proposals,

Firm Blogs,

Updates, Prospectuses

PERSONALIZED CUSTOMER

ENGAGEMENT

WEALTH ADVISORS

INVESTORS

Stay in Touch

We want to hear from you!

linkedin.com/company/finphil

CONTACT