Highly engaging, behaviour-centric suitability solutions
for financial advisers and businesses.
Some see suitability as a regulatory burden...
We see it as a competitive advantage!
There’s a reason most people seeking financial advice turn to friends rather than experts. We turn to people who best understand "us" and how we feel.
All financial professionals are great at understanding a client's circumstances but understanding how a client is likely to "feel" requires a different perspective.
Be-IQ takes client understanding beyond the numbers to the person behind them. Additional insight that opens the door to greater trust and a closer adviser/client relationship.
Configurable, Behavioural Engagement.
The philosophy that guides all of our services enables us to support deep suitability without compromising your businesses identify or proposition.
Rigid, end-to-end, solutions risk boxing advisers & partners into a regulatory corner.
We takes a building block approach that adapts to your services, rather than forcing you to adapt to ours.
Existing suitability services rely on measuring either self perception or emotional behaviour, but not both.
Using leading scientific theory, our unique Behavioural Risk Dial is able to discern both, as well as highlight how these differ, what it means and ultimately deduce the clients Behavioural IQ.
Boring questionnaires and lengthly forms have long been a barrier when it comes to suitability.
Our gamified apps provide your customers with a fun and interesting way to provide you with this data. Resulting in a higher level of engagement and thus a higher level of understanding.
Investors are no longer satisfied with a basic financial plan and a me-too portfolio. Grappling with the complexity of modern life, they want guidance across a range of financial decisions.
Be-IQ Hub is the cornerstone of holistic financial planning. All of our behaviour apps and API feed data into our Be-IQ Hub creating new levels of client understanding and engagement. Deepening the most important variable in the adviser/client relationship: Trust.
Our multi-award winning desktop and mobile based suitability service is now available to Financial advisers.
Be-IQ Profiler brings behavioural insights and client engagement to suitability. Our Behavioural Risk Score is complemented by a fully configurable knowledge and experience module.
Being human is complicated. Our decisions are wrapped up in emotions. How we feel can often cloud us from the facts.
We provide a free app that helps your clients to separate the two. It helps them measure and understand the very inconsistencies that make them human and feeds this directly to their trusted adviser via our Be-IQ Hub.
Some businesses may want full control of the customer experience and journey.
Our comprehensive API enables any bank, insurer or large advisory business to fully integrate as many, or as few, of our growing range of behavioural games, tests and insights as fit their organisational needs, as well as providing compatibility with our free consumer app.