Reflections & Perspectives: Behavioral Data Shaping Finance in 2025

As the year draws to a close, we are glad to share the milestones and achievements that made 2024 an extraordinary year for BehaviorQuant. Thank you to all our customers, friends, and supporters. Your ongoing trust and collaboration have been instrumental in driving our innovation and expanding the impact of behavioral science across the financial industry!

Key Partnerships and Recognitions

• Collaboration with IA Engine
This year, BehaviorQuant has been selected into the IA Engine program, the FinTech hub of The Investment Association in the UK. Engine’s mission is to drive the adoption of technology in investment management, addressing the evolving needs of clients. Engine opens possibilities for innovation in asset management. Our participation has connected us to invaluable partnerships within the investment management value chain.
• Industry Presence
We were honored to deliver keynote presentations at major events worldwide, solidifying our position as thought leaders in behavioral finance, including:

o FinTech24 in Riyadh: Among 300 start-ups, BehaviorQuant was selected as one of the Top 12, and we delivered a keynote titled “Radically Personalized FinTech: The Future of Advisory and Asset Management with Cutting-Edge Behavioral Technology.”

o EmTech Global London and The Investment Association’s 7th Annual Conference: These forums enabled us to engage with global leaders in asset management.

o Minds and Machines Webinar: Hosted by Momentum Investments, the CFA Institute, and GAABS, with nearly 2,000 attendees, we explored the Future of Behavioral Finance alongside global thought leaders.

o Another Highlight of the Year
We had the privilege of presenting at the Austrian Embassy in London. Our keynote, “Reimagining Freud’s Couch with Investor Psychology & Data Science,” showcased Austria’s historical contributions to psychology and economics while unveiling BehaviorQuant’s innovative use of behavioral data to decode financial decision-making. This captivating event merged insights from Freud’s psychoanalysis and behavioral finance with cutting-edge technology.

Expanding Our Reach in Germany

This year marked a significant milestone with the expansion of our presence in Germany. By partnering with key players and establishing a network partnership with Finanzberater-Akademie, our tools are now empowering wealth managers and financial advisors across Germany to enhance decision-making and client relationships.

Successful Product Innovations

• Launch of the BQ Advisory Self-Service
Financial advisors can now independently explore and integrate BQ Advisory, making it more accessible and scalable than ever before.

• New Features for BQ Advisory

o Investment Page: Provides deep insights into clients’ risk scores, enhancing understanding of their financial tolerance and capacity.

o Portfolio Fit: Matches clients with portfolios across seven risk levels, visualizing portfolio shifts to ensure precision and clarity.

• The BQ Certificate

Tailored for individual financial professionals and asset management teams, this certification is setting a new standard for understanding behavioral finance.

• The Efficient Behavioral Frontier – BQ Benchmark

This groundbreaking feature bridges behavioral insights with decision-making strategies, enabling professionals and teams to manage risk and maximize returns.

Thought Leadership

• Global Recognition

Our approach to behavioral finance garnered attention in leading publications, for example:

o Financial Times: “Tech advances can promote a win-win relationship for advisers and clients.”

o AssCompact: “Die Kundenerwartung an die Beratung hat sich massiv verändert.”

• Engaging Events

From our impactful London visits to keynote speeches and advisory discussions, we continue to shape the conversation around behavioral finance on a global stage.

Looking Ahead to 2025

As we prepare for the new year, we are committed to building on our achievements:

• Expanding our reach across Europe, North America, and the Middle East.

• Refining our solutions to address evolving client needs.

• Strengthening partnerships to deliver unparalleled value.

• Upcoming January Highlight: Our CEO, Thomas Oberlechner, will deliver a keynote at the Dimensional Start-of-Year Event in Munich on January 15, 2025.

Wishing you a joyful holiday season and a prosperous New Year!

We look forward to even more of invaluable discussions and insights with our partners, clients, and the global behavioral finance community.

For inquiries or to learn more about how BehaviorQuant can support your business in 2025, reach out to us at contact@behaviorquant.com. We look forward to hearing from you!

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