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Clients or Prospects take a short online test to ascertain their true feelings about financial topics.
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Clients' emotional scores are collected during a themes-based video using webcam.
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Clients also complete a short online personality questionnaire that helps complete the anaylsis.
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Aligns Clients or Prospects thinking style (past- present-future) and emotional scoring to identify priority topics for the advisor.
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The results are prioritized according to the most significant life events and wealth planning topics shown during the video.
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There is direct contact back to the advisor via single click to email / phone, and an alert via the Advisor Dashboard.
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Advisors are informed anytime someone takes a test and get an overview of the main KPIs (i.e.completion rate).
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Lead generation and client tracking via Advisor Dashboard, with export of data for import into your local CRM.
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Advisors can easily promote InsightsADVISE for lead generation or client use by embedding in newsletter / social media / webpage.
Product Description
About this Product
- Creates more actionable wealth planning conversations
- Topics include travel, education, parental care, giving, debt
- Clients better understand their behaviors towards money
About NVISO
NVISO enables financial advisors to provide best interest advice with scientifically validated tools to detect and manage human behaviors. NVISO’s groundbreaking InsightsADVISE helps advisors respond to clients changing needs’ with the right content at the right time. Advisors using InsightsADVISE have proven that more meaningful client relationships lead to more actionable outcomes such as increasing their client base, assets under management, share of wallet and ultimately making more sales of financial products.
InsightsADVISE is powered by AI software that observes clients’ reactions to short video segments and produces a report for the advisor and the client. The advisor can decide which of the client’s priority topics require financial advice to prepare for their next meeting. Advisors have told NVISO that InsightsADVISE is especially useful in life changes, new client or spousal advisory situations and identifying new needs in longer-term client relationships.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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