UNDERSTAND YOUR CLIENTS
EMOTIONAL REACTIONS

CLIENTS

Insights ADVISE helps clients better understand their own behaviors towards money and attitudes to risk and aligning financial products to their best interest. Clients can make a more educated selection of financial offerings

ADVISORS

Insights ADVISE helps advisors understand their clients attitudes and behaviors towards finance, increase conversion and improve retention of clients while confirming the client truly understands their investment advice.

COMPANIES

Insights ADVISE provides stronger compliance with fiduciary rules and regulations by capturing clients rational & emotional self awareness, while mapping risk tolerances to individual portfolios, ensuring realistic goals and expectations.

HOW IT WORKS

INSTALL NETWORK CAMERA

DIGITAL EXPERIENCE

Your customized survey with the embedded video content is made available for your customers to complete via web and mobile applications.

CONFIGURE INSIGHT LIVE ONSITE OR CLOUD SERVER

FACE ANALYSIS

Your customers' facial expressions and reactions are captured while viewing the videos. Emotional responses are processed and analyzed in the Insights ADVISE server.

ACCESS REAL-TIME DASHBOARD

REPORT

Once all the data has been received and analyzed an online interactive report illustrating your customers emotional reactions is generated in real-time.

Pricing Info

Would you like to set up Insights ADVISE? Fill in and submit the form below to get in touch with our team

WHERE IT CAN BE USED

FINANCE

FINANCE

To enable wealth planners and financial advisors to work in the best interest of your customers, Insights ADVISE offers a new dimension to digital solutions. It is at the core of EmotionAdvisor, an online financial planning tool that uses emotion recognition technology.

INSURANCE

INSURANCE

Insights ADVISE provides innovative solutions that help insurance companies assess their customers' needs, preferences and unrecognized emotional responses to various risks. This allows insurance providers to take customer interaction to the next level.






CLIENTS & PARTNERS

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