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Introducing Finworx360: Persona Based Client Segmentation

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
Recorded Feb 15 2018 32 mins
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Presented by
Victor Gaxiola
Presentation preview: Introducing Finworx360: Persona Based Client Segmentation

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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: Introducing Finworx360: Persona Based Client Segmentation
  • Live at: Feb 15 2018 4:00 pm
  • Presented by: Victor Gaxiola
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