The Finliti Enterprise Solution
Understand Risk, Reap the Rewards.
The Finliti™ Enterprise Solution
Personality driven financial portfolio empowerment tool.
WHAT WE OFFER
Finliti InvestorProfile Indicator (FIPI™)
Enhanced KYC capability and
bespoke data insights.
Custom curriculum with engaging simulations.
Disciplined models in a scalable process.
Build meaningful relationships with your customers. Interact with your key target demographic by providing tools, support, and structure to meet their financial goals.
HOW IT WORKS
Let your customers try before they “buy”. Education modules allow them to master complex concepts around products, leveraging their skills and increasing commitment to financial goals.
SEE IT IN ACTION
Watch the video below to learn how Finliti tools help your customers achieve sucess.
WE HELP YOU ACHIEVE RESULTS
Enhance KYC accuracy during assessment.
Targeted per-customer-curriculum covering “need to know” topics.
FIPI’s advanced customer insights reduce risk and liability.
Front and back-end integration allow seamless access to Finliti tools.
Finliti provides regular curriculum updates to further engage customers with your product shelf.
Monetize small accounts while delivering valuable guidance to build trust and loyalty with customers.
The Finliti Investor Profile Indicator (FIPI™)
The Finliti Investor Profile Indicator (FIPI™) is a psychometric assessment and interactive feedback platform that helps investors understand how they allocate attention, make decisions, and react to important market events.
The FIPI™ assesses four investing-related traits:
These traits were identified in original studies examining the beliefs, preferences, emotional experiences, and behavioral tendencies of self-directed investors.
FIPI’s feedback helps self-directed investors better understand their unique tendencies, strengths, and weaknesses so they can allocate effort in the areas most important and useful for them.
The FIPI™ is the culmination of considerable research and development. To our knowledge, the FIPI™ is the first and only psychometric assessment purposely designed to comprehensively assess how self-directed investors differ from one another.
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