Be-IQ offers tools designed for modern advice services that focus on client outcomes and engagement.
Your clients need more than just good investment advice. They need your understanding of them to navigate today's challenges. Be-IQ provides more than just a risk category. Our unique insights give you an understanding of your clients before you even meet them.
Ever met a client who’s okay taking risk so long as they don’t lose any money?
Be-IQ identifies such clients, whose likely behaviours may be most at odds with how they see themselves, and adjusts their risk score accordingly. Furthermore we’re the only tool that can translate a client's CFL to a precise risk score equivalent to compare against their tested risk profile. Their risk appetite vs their risk capacity, quantified on both risk and financial scales.
Be-IQ’s gamified client experience is not just about better science, it about far greater client engagement which opens up opportunities for remote onboarding and even client acquisition. And it shows. We’re the industry leader in engagement rates. 94% completion rates for businesses utilising online tools to extend services and improve efficiencies.
Be-IQ's Behavioural Risk Score was developed off the back of research conducted by leading academics in the fields of financial-risk decision making and behavioural psychology. It combines elements of both validated psychometrics and predictive behavioural lotteries based on Prospect Theory. Leveraging the strengths of one approach to mitigate the inherent weaknesses of the other.
Our tests have been, and continue to be, validated through both extensive research and the real world data of our client institutions and advice firms.
M&G Wealth's groundbreaking new MAP hybrid service makes the most of the additional client engagement, insight and protection afforded by Be-IQ's Behavioural Risk Score (BRS).
Santander UK delivers digital advice and continues to innovate on behalf of customers with the help of our BRS.
Launched in late 2021, a rapidly growing number of Planners and IFA's are seeng the service and cost benefits of our new Profiler suitability service.