BQ ADVISORY Feat

BQ ADVISORY

The New Dimension of Financial and Wealth Advisory

What is BQ Advisory?

BQ Advisory guarantees deeply personalized investment advice. BQ Advisory provides immediate customer insight and actionable recommendations, delivered by cutting edge behavioral technology.

Who is BQ Advisory for?

BQ Advisory supports financial institutions and advisors. Versions for high-end and retail customers are available. A modular built-up allows the use of the entire system or selected parts.

How does BQ Advisory Support You?

BQ Advisory reveals customers’ preferences and needs, their decision styles, values, goals, risk tendencies, and their financial satisfaction. Predictions of specific customer behavior deliver valuable business intelligence.

Data Driven Results

Works Anytime, Anywhere

Icon anywhere-anytime

 Desktop
 Laptop
 Tablet
 Smartphone

 Desktop
 Laptop
 Tablet
 Smartphone

Selectable Brief Modules

Icon Duration

Flexible Modules
Overall duration 5-15 minutes
Questions, scenarios, simulations
Stimulating user experience

Flexible Modules
Overall duration 5-15 minutes
Questions, scenarios, simulations
Stimulating user experience

Actionable Results

Icon Actionable Results

 Interactive Results Dashboard
Advisory Recommendations
Customer Report
MiFID II Compatibility

 Interactive Results Dashboard
Advisory Recommendations
Customer Report
MiFID II Compatibility

How to Use BQ Advisory

At a single mouse click, advisors invite their customers to BQ Advisory, anytime and anywhere.

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A state-of-the-art behavioral system guides customers through a series of questions, scenarios and simulations.

Advisors receive immediate results and recommendations. Repeated use highlights changes in customer behavior and attitudes.

Benefits for Advisors and Financial Institutions

– Know customer preferences and needs

– Enhance personalized advice

– Increase customer retention

– Access business intelligence

– Predict customer behavior

Advisor Dashboard Sample Views

Advising Profile

Label BQ Advisory-Expectations
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What does the customer expect
of the advisor?

advisory-values
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What values guide the customer’s
decisions?

advisory-trust
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How much trust can the advisor
build on?

advisory-aspiration
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How readily is the customer satisfied
with the advisor’s support?

advisory-stability
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How resiliently does the customer
react to crisis and volatility?

Risk Characteristics

Risk-Characteristics

Risk Tolerance

How much risk is the customer psychologically
comfortable with?

Peer Score

How high is the risk tolerance of peers with a comparable behavioral profile to the customer’s?

Customizable Predictions

Advising Profile

74-03

How interested is the customer in new financial products?

Advisor Change

43

Is the customer likely to switch service providers?

Benefits for Investors and Financial Customers

– Time-saving, pleasant onboarding process

– Uniquely personalized advice

– Informed behavioral support

– Satisfying advisory interactions

– Meaningful self-insight

Customer Report: Sample Views

What Matters to You

BQ Advisory self-direction
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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.

sustainability
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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

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.