Create and sustain highly successful client relationships. BQ Advisory clearly shows you each customer’s individual preferences and needs, along with tailored recommendations. Put the power of behavioral science and predictive analytics to work for you.
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WHAT WILL YOU GET?
WHAT WILL YOU GET?
Answer engaging questions and choose your personal preferences in financial scenarios. Experience the same interaction that your clients will enjoy.
Instantly see your own results: Deep insights into your financial style, expectations, risk appetite and decision-making. Unprecedented systematic knowledge that you will see about each of your clients.
See your future behavior as a customer. Anticipate the aspects that will enable you to be a successful financial advisor with each of your clients – from churn risk to investing likelihood.
Advisor recommendations & Client report
See for yourself what the system recommends an advisor based on your behavioral profile. Print your own client report and see how easy it will be to impress your clients.
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