INSIGHTS
KNOWLEDGE BASE
IA - D2A
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Introduction
- What is Insights ADVISE?
- How does Insights ADVISE work?
- How do my clients find Insights ADVISE?
- Why the company details are important ?
- Where could I change my Company account details?
- Where could I change my personal account details?
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Using Insights ADVISE for Financial Advisors
- How do I access my dashboard?
- How do I test the experience before I invite a client or lead?
- Do my clients need to create a login to take the assessment?
- How do I promote the solution on social media?
- Will I get a notification once a lead or a client completes the assessment? Will I get a notification if they don't complete the assessment?
- How do I find who has taken the experience?
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For Companies
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Your Subscription
- Where is my Subscription’s details view?
- Where can I check the details of my Subscription plan?
- Where do I update my Subscription?
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Technology and Science
- How does the system recognize the emotions of a person?
- How does the emotion recognition technology work?
- How do you know the emotion recognition is accurate? How was it developed?
- What types of facial expressions does the emotion recognition recognize?
- Do I have to take off my glasses or hat (preferably to allow webcam to see face better)?
- How many archetypes are there in thinking styles?