Neuroprofiler is a Saas Wealthtech based on cognitive science and gamification which helps financial institutions diversify their sales of financial products while addressing the European regulation
Current Status
in 2021, our ARR was 300 000 euros.
We are curently working with private banks, asset managers, retail banks, life insurance compagnies across Europe, with some POCs in Singapour and colombia.
Problem or Opportunity
We help the partners to be compliant with the new regulation Mifid2, by assessing the client’s appetite for sustainable finance and interest for specific ESG thematics and recommending the suitable ESG product at the end of the process. We use gamification and behavioural finance to leverage the engagement of the private investors.
We are also proving an educational platform to help customers know more about the mecanism of financial products, and invest more safely.
Solution (product or service)
We offer 5 modules, which can be used separately or combined:
- ESGprofiler: ESG preferences assessment through behavioral finance and gamification
- RISKprofiler : risk tolerance assessment
- MIFIDprofiler : Assessment of the clients knowledge and experience in finance and investment
- RECOprofiler : financial products recommendation based on the clients sustainable profile
- EDUprofiler: user-friendly e-learning platform to help your customers improve their knowledge about sustainable finance topics
Business model
We bill per completed questionnaire. The higher the volume of completed questionnaire the lower the price per questionnaire.