The Power of Behavioural Analytics
Investor DNA® analyses client responses to assess their thinking preferences, motivations, and biases, explaining current investment behaviour whilst predicting future behaviour, leading to a totally new level of personalisation and client CX.
\Investor DNA® represents a data-driven, evidence-based approach that allows you to craft bespoke investment portfolios that resonate on an intellectual and emotional level.
Building resilient portfolios
Investor DNA® analyses investor responses to explain current investment behaviour and to forecast future behaviour with remarkable accuracy (i.e. high 'predictive validity').
By uncovering behavioural patterns that may not be immediately apparent, Investor DNA® allows advisers to engage in more meaningful conversations, anticipate potential concerns, and proactively guide clients through market volatility.
Risk profiling combined with behavioural analytics empowers you to build client portfolios that are more likely to be sustained through volatile periods. Investor DNA® enables you to anticipate and proactively manage your clients' reactions during volatile times, to avoid any rash emotional decisions and costly mistakes before they happen.
The client relationship -Transformed
The Investor DNA® Discovery Questionnaire deciphers investor behavior with remarkable accuracy, enabling wealth advisers to move beyond surface-level assessments. By uncovering intrinsic motivations and biases, Investor DNA® empowers advisers to create truly bespoke client experiences grounded in psychological insight.
Investor DNA® identifies whether an investor relies on analytical precision, instinctive decision-making, or emotional intuition, transforming these behavioral patterns into actionable insights.
Investment success is as much about understanding psychology as it is about market expertise. By bridging the gap between data and human behavior, Investor DNA® unlocks unparalleled behavioural intelligence, setting a new standard for personalised wealth management.