What financial personality dimensions should financial advisers and wealth managers measure; what do they mean; and how can you use them?
Webinar
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Oxford Risk
About the CPD course
Investors lose an average of 300 bps of potential returns each year due to their need for emotional comfort. Understanding why they do this and how to support them in making better financial decisions means building the deepest possible insight on an investor and their financial personality. In this webinar; we will look specifically at what dimensions should be measured as part of building a client’s financial personality; what they mean; and how financial intermediaries can leverage this data to increase assets under management; enhance client engagement; and remain compliant.
We combine innovative behavioural finance, data science, and quantitative finance in our technology solutions to help people make the best possible financial decisions throughout their lives.
Our technology empowers financial institutions to provide hyper-personalised service to their clients, for today and for a lifetime of financial decisions.
The combination of behavioural science, data research, and quantitative finance, supports holistic financial decision-making — spanning investment, savings and borrowing.
