NVISO is named on the inaugural WealthTech top 100 list and recognized as one of the most innovative technology solutions that every leader in the Wealth Management industries needs to know about. NVISO’s solution, Insights ADVISE, is an industry leading behavioral assessment solution which supercharges client prospecting and engagement of Wealth Management companies.
The list of 100 Fintech companies is available here.
The profile shared in the Global Wealthtech Summit 2019 for NVISO reads as following:
“NVISO, a Swiss based FinTech company providing software that detects human emotions from facial micro-expressions and interprets thinking styles, has launched an AI behavioural assessment solution that detects how investors truly feel about financial topics, financial choices and financial markets. Using an ordinary webcam or smartphone, the emotion recognition software analyses the clients while they watch a short video of various life scenarios to reveal their true feelings about their financial priorities. At the end of the experience, the solution delivers a personalized report that allows clients and their advisors to make better financial decisions based on how they feel about their finances. The application helps advisors understand their client’s attitudes and behaviours towards finance, increase conversion and improve retention of clients while, confirming the client truly understands their investment advice. The solution is a customizable application which is based on NVISO’s AI technology already used in healthcare and vehicle driver monitoring. For financial services companies it provides stronger compliance with fiduciary rules and regulations by capturing clients rational & emotional self-awareness, while mapping risk tolerances to individual portfolios, ensuring realistic goals and expectations.
Cetera Financial Group is one of their client companies.”
The digital era is evolving & while platforms like Hubspot are industry neutral, NVISO is wealthtech specific, others like Twitter offer improved ways to engage clients. All form part of the new wealth management business development model.
Cover photo: Global WealthTech Summit