Be-IQ Hub is an Adviser facing FREE companion dashboard to our Profiler, App & API products. It simplifies and highlights the full spectrum of suitability and behavioural insights Be-IQ delivers and provides a rich and interactive way to better understand clients and the behaviours that drive them
Profiling historically has boiled down to a client’s risk score, asset allocation and risk report. However Be-IQ’s Profiler & App deliver far more client insight than their risk result and report alone. This is where Be-IQ Hub comes in and there’s never been a more relevant time to understand what’s driving your clients aspirations and anxieties.
Be-IQ Hub takes conversations beyond cold numbers and "facts" directly to the human part of the conversation, building trust through insight and understanding. We call it KYC+.
Advisers are people, too. Develop a self-understanding that not only benefits others, but also yourself. When we crystallise the differences between ourselves and our clients, we deepen our empathy in an unprecedented manner.
Through the Be-IQ app, reveal the client’s behavioural biases and quantify their financial persona. The Be-IQ Hub visualises personas with slick graphics, and contextualises it with original content written by experts in behavioural finance and experimental psychology.
What is the psychological profile of your entire practice? What is the right investment, marketing, and education strategy for the varied “behavioural segments” of your client base? Before Be-IQ, there was no way to know. Now there is.
Be-IQ is leading the inevitable migration towards an ever more personal client service. One where the Adviser ‘knows’ and understands their client motivations at an emotional level. Some call it Behavioural Coaching. Some call it Adviser Alpha. We call it good business sense.
Be-IQ will be developing its consumer app to deliver meaningful behavioural insights that will form the basis of this future going forward. In the meantime any Adviser’s subscribing to the Be-IQ Hub takes the traditional “Know Your Client (KYC)” process to a whole new level.
With the Be-IQ App, advisers can understand what triggers a client to make good or bad decisions. Advisers can ask better questions, provide better direction, and build stronger connections and, for the first time, build close relationships that scale.