Insights ADVISE is an online tool for financial advisors to enhance the relationship between investors and financial advisors.
It allows investors to better understand how they feel about important financial decisions while providing financial advisors enriched behavioral profiles. The assessment can be taken at home or in the office and investors only need to answer a few simple questions and watch a short video.
It provides financial advisors with capabilities to
- Create leads
- Build behavioural profiles to engage clients better
- Provide more personalised service
You can see an introduction here: