BQ Advisory supports financial institutions andadvisors. Versions for high-end and retail customers are available. A modular build-up allows the use of the entire system or selected parts.
How does BQ Advisory Support You?
BQ Advisory reveals customers’ preferences andneeds, their decision styles, values, goals, risk tendencies, and their financial satisfaction. Predictions of specific customer behavior deliver valuable business intelligence.
You think and act independently – similarly you want to actively determine […] When making investment decisions, you value individuality and the freedom to choose from alternatives.
Responsibility towards the environment and social responsibility are particularly important to you. In your investment decisions, too, you strive to combine your own benefit and returns with the well-being of […].
Customer Risk Classification
Risk classification integrates individual risk capacity and personal risk tolerance.
Risk Capacity is […] to meet one’s own financial obligations and to absorb possible financial losses.
Risk Tolerance is […] the degree of willingness to accept the possibility of loss for the probability of higher profits.
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