Client Discovery & Personalization

Maximize client relationship growth and differentiate your value proposition as a wealth manager.

Introducing the Economic Fingerprint®

We have implemented decades of internationally acclaimed and validated Decision Science and Behavioral Economics research to calculate an investor’s Economic Fingerprint®.

This rich dataset reveals how each investor makes life's core financial tradeoffs, unlocking continuous suitability and personalization.

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Systematically engage clients to create value at every stage of the relationship.

Deploy a modern discovery experience for acquisition, annual reviews, relationship expansion, household enfranchisement, and every other client touchpoint across the investing lifecycle.

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1. New Client Acquisition

Transform cold prospects into relationship ready leads using our scientific "give-get" methods.

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2. Client Relationship Growth

Activate clients' interest and monitor preference changes as the way to systematically meet more client’s needs.

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3. Scalable Self-Directed Advice

Capture client preferences and deploy our Economic Fingerprint® Dataset to deliver superior self-directed advice, at scale.

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4. Multi-Gen and Household Expansion

Reveal how each family member thinks about money.

Engage and enfranchise the next generation in your advice practice.

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5. Book of Business Insights

Every client is unique.

Anticipate how your clients will react to market swings and the changing investment landscape.

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Original insights to inspire and challenge.

Help your clients make purposeful decisions with their money.