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Finworx360 Overview

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
Recorded Dec 13 2017 3 mins
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Presentation preview: Finworx360 Overview

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  • Are you Risk Tolerance Ready? Recorded: Jun 14 2018 38 mins
    Victor Gaxiola
    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
    In this webinar we will:

    - Introduce Finworx360 & Our Behavioral Risk Survey
    - Divulge Field-Tested Best Practices
    - Deep Dive Into the Reporting Tools
    - Discover the Four Individual Personas
Putting Behavioral Finance Into Action
Finworx puts behavioral finance into action to help advisors strengthen their brand, grow their practice, and improve client outcomes through personalization, trust, and thought leadership. Now available as Finworx360, our Behavioral Risk Survey segments advisors’ contacts into personas based on factors such as risk preferences and behavioral biases and generates persona-based tips for engagement.

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  • Title: Finworx360 Overview
  • Live at: Dec 13 2017 2:50 pm
  • Presented by: Finworx
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