Solution introduction
Managing a client’s emotions is every bit as important as managing their finances
Now banks, financial institutions, and D2C propositions can manage both quickly and efficiently. Turn existing client data into actionable insights that can drive 2-6x more engagement with personalised interventions
Oxford Risk’s Behavioural Engagement Technology combines our award-winning suitability assessments with our cutting-edge behavioural profiling, to help you keep clients engaged and deliver hyper-personalised service. Sending the right messages to the right people at the right time can increase investor engagement by 2-6x and drive organic growth of assets under management by 10% or more.
Behavioural Engagement Technology from Oxford Risk supports endless case studies. Discover:
- Which of your clients are likely to offer word-of-mouth recommendations.
- Which groups need more support during periods of volatility to remain invested.
- How can you help clients deploy uninvested cash surpluses and more.
