Behavioural Intelligence.
Applied.
Behavioural Intelligence.
Applied.
Insights that transform
What if you could understand your client so deeply that you could design an investment portfolio unlike anything they’ve ever encountered?
What if you could craft an experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Transforming the client experience.
What if you could understand your clients so deeply that you could design a portfolio unlike anything they’ve ever encountered?
What if you understood your client so profoundly that you could anticipate their reaction when the market turns and heat is on, allowing you to guide them away from costly mistakes before they happen?
What if you could craft a client experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Transforming the client experience...
What if you could understand your clients so deeply that you could design a portfolio unlike anything they’ve ever encountered?
What if you understood your client so profoundly that you could anticipate their reaction when the market turns and the heat is on, allowing you to guide them away from costly mistakes before they happen?
What if you could craft a client experience perfectly tailored to their unique identity - one that resonates with who they are at their core?
Understand the person to understand the investor
Understand the person to understand the investor
Investor DNA acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Understand the person to understand the investor
Investment risk - simplified
Investor DNA® provides key insights into your clients' innate risk appetite, enabling you to craft a risk-appropriate portfolio aligned with their risk capacity and the required risk to reach their goals.
However, risk appetite is only one piece of the risk puzzle. Investor DNA® measures a client's sensitivity to loss, predicting how their client will respond under pressure when the heat is on.
This enables the astute adviser to anticipate and successfully manage their client's emotional response when markets are volatile. Investors who can keep their emotions in check have the edge.
Investor DNA® - Managing risk in real-time.
Investment risk- Simplified
Investor DNA® predicts your client's response under pressure, to manage risk in real-time.
Insights that empower
Investor DNA® reveals'what makes your client tick' for a complete bespoke service and an exceptional experience.
Empowering female wealth
Investor DNA® provides advanced 'EQ' for a deeper and more empathetic client relationship.
Values & ESG preferences
Investor DNA® reveals your client's values and ESG needs for a portfolio with real purpose.
Investor DNA® acknowledges Aboriginal and Torres Strait Islander peoples as the Traditional Owners of the lands and waters of Australia, and we offer our respect to their Elders past and present.
Creating wealth continuity
Investor DNA® empowers NextGen investors to forge their own identity while preserving family legacy.
What makes your client tick?
In today’s competitive landscape, technical expertise is a given. Success now hinges on cultivating a deeper, more authentic client connection.
To truly understand an investor, you must first understand the person. Based on advanced behavioural science, Investor DNA® unlocks the intricate and often hidden layers of a person’s unique wealth psychology - the subtle interplays between their thinking preferences, motivations and biases.
Investor DNA® lies at the intersection between psychology, behavioural finance and AI data analytics, empowering wealth professionals to deeply understand, adapt, and personalise their approach to meet the diverse needs of every client.
Investor DNA® - Behavioural Intelligence. Applied.
What makes your client tick?
In today’s competitive landscape, technical expertise is a given. Success now hinges on cultivating a deeper, more authentic client connection.
To truly understand an investor, you must first understand the person. Based on advanced behavioural science, Investor DNA® unlocks the intricate and often hidden layers of a person’s unique wealth psychology - the subtle interplays between their thinking preferences, motivations and biases.
Investor DNA® lies at the intersection between psychology, behavioural finance and AI data analytics, empowering wealth professionals to deeply understand, adapt, and personalise their approach to meet the diverse needs of every client.
Investor DNA® - Behavioural Intelligence. Applied.
Advanced 'EQ' for an empathetic and profound client connection
NextGen Engagement
The Great Wealth Transfer has begun. In Australia, $5 trillion is shifting from baby boomers to the next generation.
The influence of the 'elder daughter effect' means that women are taking charge of $3.2 trillion in assets, signalling the emergence of the HNW female as the pre-eminent investor.
The latest research confirms that only 15% of NextGen investors intend to retain their parent's adviser. For the astute adviser, this represents a unique opportunity.
Advanced 'EQ' for an empathetic and profound client connection
Empowering female wealth
The High-Net-Worth female investor seeks personalised, holistic advice tailored to their unique life circumstances.
Advisers who exhibit high emotional intelligence (EQ) by demonstrating empathy, understanding and sensitivity will earn their clients' trust. These clients seek purpose-driven investments, meaningful social impact, and a collaborative adviser relationship grounded in equality, empowerment and achieving results.
Investor DNA® - EQ skills for a deeper, lasting connection.
Advanced 'EQ' for an empathetic and profound client connection
Advanced 'EQ' for an empathetic and profound client connection
NextGen Engagement
The Great Wealth Transfer has begun. In Australia, $5 trillion is shifting from boomers to the next generation.
The influence of the 'elder daughter effect' means that women are taking charge of $3.2 trillion in assets, signalling the emergence of the HNW female as the pre-eminent investor.
The latest research confirms that only 15% of NextGen investors intend to retain their parent's adviser. For the astute adviser, this represents a unique opportunity.
Investor DNA® - Engaging the next wealth generation.
Empowering female wealth
The High-Net-Worth female investor seeks personalised, holistic advice tailored to their unique life circumstances.
Advisers who exhibit high emotional intelligence (EQ) by demonstrating empathy, understanding and sensitivity will earn their clients' trust. These clients seek purpose-driven investments, meaningful social impact, and a collaborative adviser relationship grounded in equality, empowerment, and achieving results.
Investor DNA® - Insights for a deeper connection.
Safeguarding family wealth
The next generation must be viewed not simply as family members, but as individuals with their own preferences, motivations and biases.
Advisers must navigate the potential flashpoints arising from differing intergenerational values and expectations. Often dwarfed by the parent, the challenge is to empower the NextGen investor to establish their own identity while upholding the family legacy.
Investor DNA® - Insights for generational wealth continuity.
Values-based investing - ESG
Investor DNA® reveals your client's deeply held values and ESG preferences, aligned with leading ESG analytic providers.
This empowers wealth advisers to align every portfolio recommendation with their client’s core values and ESG preferences, crafting an investment strategy with real purpose and measurable social impact.
This strengthens client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA® - Investing with purpose.
Values-based investing - ESG
Investor DNA® reveals your client's deeply held values and ESG preferences aligned with leading ESG analytic providers.
Investor DNA® reveals your client's deeply held values and ESG preferences, aligned with leading ESG analytic providers.
This empowers wealth advisers to align every portfolio recommendation with their client’s core values and ESG preferences, crafting an investment strategy with real purpose and measurable social impact.
This strengthens client engagement, builds trust, and fosters greater personal ownership of their investment strategy.
Investor DNA®: Investing with purpose.
Advanced 'EQ' for an empathetic and profound client connection
Investment risk - simplified
Investor DNA® provides key insights into your clients' innate risk appetite, enabling you to craft a risk-appropriate portfolio aligned with their risk capacity and the required risk to reach their financial goals.
However, risk appetite is only one piece of the risk puzzle. Investor DNA® measures a client's sensitivity to loss, predicting how their client will respond under pressure when the heat is on.
This enables the astute adviser to anticipate and successfully manage their client's emotional response when markets are volatile. Investors who can keep their emotions in check have the advantage.
Investor DNA® - Managing risk in real-time.
Exceptional CX to set you apart
Investor DNA® gives wealth professionals a powerful competitive edge.
By harnessing our behavioural insights, your firm goes beyond expectations to deliver a truly bespoke advisory experience. Knowing what really drives your client deepens your relationship, enhances communication and elevates the perceived value of your service.
Research shows that clients who feel truly understood and trust their adviser are five times more likely to stay loyal, securing long-term business success.
Investor DNA® - For a clear competitive edge