How clients think about money and their money decisions is predictable. FinPrint™ helps advisors understand clients through the lens of psychology so they can improve client money happiness™.
The brainchild of three personality psychology PhDs, FinPrint allows advisors to use cutting-edge behavioral finance to build meaningful relationships with clients.
What is the tool?
FinPrint™ uses generative AI within a proprietary trained environment to analyze self-reported personality inputs from clients.
The advisor is provided a customized recommendation based on their client's money psychology client’s money psychology.
Our proprietary AI-powered analyses will provide actionable recommendations for understanding and working with your clients.
FinPrint is made up of two parts:
01
Our FinPrint Assessment is completed by clients and asks about their attitudes toward and experience with finances, their financial goals, and a collection of psychological variables. This survey can be customized to capture aspects of your clients that you’re specifically interested in, in addition to our scientifically-validated measurements.
02
Our FinPrint Dashboard is used by advisors to review clients’ responses, understand their psychological profile, and receive customized AI-powered insights about how to best interact with the client.
