Do more with Neuroprofiler?
InvestGlass allows you to instantly connect Neuroprofiler with 1’000+ apps to automate your work and find productivity super powers.
Here are some creative ways to use Neuroprofiler with InvestGlass:
Assess clients' profile
Enhance your client knowledge and increase customer satisfaction.
The Investor suitability assessment is characterized by poor data-utilization, large fines, and poor user experience. In order to resolve this issue, Neuroprofiler’s solutions are innovative and reliable:
- Client Suitability Assessment – Assess the investment profiles through behavioral finance and gamification to increase your sales
- ESG profiling – Assess your clients’ ESG preferences through an interactive questionnaire based on behavioral finance
- Financial Recommendation – Identify the most suitable assets for your clients
- Financial Education – Promote upselling by helping your clients know more about financial products with Neuroprofiler’s tailor-made e-learning application
- Behavior Prediction – Anticipate clients’ behaviors with the collected cognitive data
- Cross-Selling – Recommend credit and insurance products based on the collected cognitive data
Combining InvestGlass with Neuroprofiler will undoubtedly enhance your assessment of your clients’ risk and needs via innovative behavioral techniques.
Boost your sales
Increase your customer acquisition, your existing customers’ receivables and your upselling.
- EDUprofiler: educate your customers about financial products via a fun platform to increase your sales of complex products
- ESGprofiler: educate your customers about sustainable finance via an investment game and increase your sales of ESG products
- RISKprofiler: invite your clients to discover their risk profile via an investment game to boost their savings
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