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Powering pioneers

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M&G Case Study

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Santander Case Study

Advisers

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Adviser Case Study

M&G Wealth are leading the industry with their new hybrid service. The streamlined proposition reduces the time and cost to deliver advice allowing improved outcomes for those seeking to invest or retire with smaller sums of money

Be-IQ was able to demonstrate that we could provide the greatest depth and breadth of consumer insight with the shortest and most engaging consumer experience. Essential qualities for any modern hybrid service.

Gaps Covered

Through deploying our Risk and Understanding modules, M&G Wealth advisors are exposing the insight gaps traditional profilers have missed.

Be-IQ's Risk and Understanding modules combine to provide M&G Wealth advisers a far richer, more informative client picture than they have been used to seeing through traditional profiling.

The result informs client-advisor conversations that are more relatable to the customer with advice that is more suitable to their needs.

One of the first in the UK to pioneer a fully advised digital service, Santander UK's Digital Investment adviser (DIA) utilises our Behavioural Risk Score at its heart to help ensure the best outcome for Santander clients.

Launched in 2018 we've been proud to partner Santander UK's quest to deliver affordable, scaleable advice both digitally and in branch. Early client feedback proved the value of taking a more holistic and engaging approach to suitability.