POWER YOUR PLATFORM WITH BEHAVIORAL INSIGHTS.
Your employee’s and client’s DNA is their digital
Uses:
Financial Services
Career and Leadership
Communication & Custom Experiences
Potential uses cases include:
Financial Services
-FinTech & RegTech-
Business & Career:
-HRTech & EduTech-
Communication & Experience:
-MarketingTech-
Spark your Imagination with Sample Data
Use cases created using the profile data of “Mary Butler”.
FinTech
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Community Builder: Community Builders excel at meeting people and promoting cooperation among groups of people.
| Market Mood: Prefers slow and steady increases
Behavioral Biases: Risk Aversion, Instinctive Automated Behavioral Management Tips: Behavioral Compliance: Measured compliance risk= HIGH Mary’s Behavioral Portfolio (ideal portfolio based on personality): Fixed Income Allocation: 80% |
HRTech
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Community Builder: Community Builders excel at meeting people and promoting cooperation among groups of people. Mary’s 2 strongest behavioral factors are: Mary’s Performance Struggles: Mary’s Performance Environment Keys: Results vs Relationships: Relationships | 1. Desired Tasks based on Talents (Priority of Tasks) 1 Managing time 2 Risk management 3 Supportive and patient 4 Being friendly 5 Teaching people 6 Comfortable meeting people 7 Analyzing data 8 Administration 9 Following procedures 10 Managing budgets 2. Desired Team Roles 3. Desired Work Environment 4. Desired Work Rewards 5. Values |
Communication
Mary Butler:
Age 45, Married to Frank Butler (Age 48), Mother of 2.
| Lifestyle: A person who is focused on lifestyle desires engagement, openness and making connections.  Keys for communicating with Mary: Openly express views Verbalize Provide options Sales plan for Mary: Introduction: Ask about their story Pace: Proceed to the bottom line quickly Personal Approach: Smile a lot, tell an engaging story Keeping them Connected: Address their goals first Presentation Style: Use stories and graphics Closing Style: Tell them who else is involved | Client Segmentation: Analyze your client base and target your marketing communications firm wide.
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