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Finworx Insights Channel

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  • Introducing Finworx360: Persona Based Client Segmentation
    Introducing Finworx360: Persona Based Client Segmentation Victor Gaxiola Recorded: Feb 15 2018 32 mins
    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance.

    In this webinar, we will:
    Demonstrate how to use Finworx360
    Divulge field-tested best practices
    Deep dive into the reporting tools
    Disect the four individual personas
  • Finworx Personas
    Finworx Personas Finworx Recorded: Dec 13 2017 3 mins
    Find out how Finworx's Behavioral Risk Survey (BRS) helps advisors reveal their client's persona, and details some potential biases the client may have. Empowered with this information we also provide communication tips for each contact’s persona to help you manage their biases and achieve more effective messaging. Our tips can be applied via email, face-to-face, phone, or any other channel to make your life easier and your clients happier. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
  • Finworx360 Overview
    Finworx360 Overview Finworx Recorded: Dec 13 2017 3 mins
    Learn how Finworx360 empowers financial advisors to know their client's even better. Using our 10-minute Behavioral Risk Survey, each Finworx360 profile reveals an investor’s persona, risk preferences, emotional and cognitive biases, attitudes toward losses, gains, and leverage, and persona-based communication tips. This helps improve communications, drive behaviors and improve outcomes. Sign up for your FREE 14 day trial of Finworx360 at http://www.finworx.com
  • Introducing Finworx360 and FREE Trial Offer
    Introducing Finworx360 and FREE Trial Offer Finworx Recorded: Dec 12 2017 2 mins
    We are thrilled to announce the launch of Finworx360, the leading behavioral finance investor profiling tool available! Get a FREE 14-day trial of Finworx360, visit our website at http://www.finworx.com

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