The Value of Integrating Behavioural Science and Technology
Brian Pasalich, co-founder and CEO of Syntoniq, the behavioural science company that powers our behavioural finance informed risk tolerance product
InvestorEQ, will be speaking on this panel looking at how wealthtech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness.
The panel will discuss how behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. The will also talk about how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.
