In this on-demand webinar, we explore the most accurate approach to investor suitability. An accurate understanding of clients is the foundation for strong relationships, engaging investor suitability can be your competitive advantage. Oxford Risk provides clients with a fast, easy and engaging experience from day one.
Investors aren’t robots, they are humans trying to make the best decisions they feel emotionally comfortable with. So, how do you better understand their decision-making? Watch this on-demand webinar now to find out how.
Hosts, Thomas Mitchell and Tom Kelly focus on a new solution that supports better outcomes for retirees from Oxford Risk.
A good suitability assessment is greater than the sum of its component parts. Each of those parts must be measured, and measured well, but the way in which you measure them, especially with an eye on how they all fit together, is just as crucial as what you measure in the first place.
A guide to help wealth managers and financial advisers meet the regulatory trajectory head-on as the FCA doubles down on retirement income advice.
Behavioural Engagement Technology marries a deep psychological understanding of investors as individuals with the tools for institutions to organically grow assets under management by 10% or more, improve overall investor engagement, and attain regulatory peace of mind.
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