• Knowing your client paves the way for a long term relationship
• Improve conversion of your digital on-boarding processes
• Rejuvenate your investor base

Easy. Quick. Smart.
The Profiler goes beyond a standard risk profiling questionnaire. It not only looks at the classic risk-reward trade-off, but it also measures a customer’s loss aversion, as suggested by the European Securities and Markets Authority (ESMA).

We developed a powerful and highly interactive behavioral engine in close collaboration with external academics. The hyper-personalized risk profile reveals the rational and emotional preferences of the customer.

Prototype testing led to significantly higher conversion, a more appealing journey, and high appraisal ratings of the personalized profile description.

The Profiler proofs to be future-proof from a regulatory and business point of view:

• Real preferences enable you to formulate a highly personalized and hence more suitable offer
• The gamified interaction strongly appeals to the younger target audience
• A legal must-do becomes a commercial opportunity