{"id":22930,"date":"2024-12-23T15:33:13","date_gmt":"2024-12-23T14:33:13","guid":{"rendered":"https:\/\/behaviorquant.com\/?p=22930"},"modified":"2026-07-29T13:45:16","modified_gmt":"2026-07-29T11:45:16","slug":"reflections-perspectives-behavioral-data-shaping-finance-in-2025","status":"publish","type":"post","link":"https:\/\/behaviorquant.com\/en\/reflections-perspectives-behavioral-data-shaping-finance-in-2025\/","title":{"rendered":"<span style=\"color: #22a17e; font-size: 16px;\">FOR ADVISORS &#038; INVESTMENT PROFESSIONALS<\/span> <span style=\"font-size: 16px;\"> &nbsp;&nbsp;&nbsp;\u00b7&nbsp;&nbsp;&nbsp;4 MIN<\/span><br> <br> Reflections &#038; Perspectives: Behavioral Data Shaping Finance in 2025"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"22930\" class=\"elementor elementor-22930\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01b44c8 e-flex e-con-boxed e-con e-parent\" data-id=\"01b44c8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-83ffcff e-con-full e-flex e-con e-child\" data-id=\"83ffcff\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ab61d4e elementor-widget elementor-widget-post-info\" data-id=\"ab61d4e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"post-info.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items elementor-post-info\">\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item elementor-repeater-item-982f0ae\" itemprop=\"datePublished\">\n\t\t\t\t\t\t<a href=\"https:\/\/behaviorquant.com\/en\/2024\/12\/23\/\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-calendar\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M12 192h424c6.6 0 12 5.4 12 12v260c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V204c0-6.6 5.4-12 12-12zm436-44v-36c0-26.5-21.5-48-48-48h-48V12c0-6.6-5.4-12-12-12h-40c-6.6 0-12 5.4-12 12v52H160V12c0-6.6-5.4-12-12-12h-40c-6.6 0-12 5.4-12 12v52H48C21.5 64 0 85.5 0 112v36c0 6.6 5.4 12 12 12h424c6.6 0 12-5.4 12-12z\"><\/path><\/svg>\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text elementor-post-info__item elementor-post-info__item--type-date\">\n\t\t\t\t\t\t\t\t\t\t<time>December 23, 2024<\/time>\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t<\/li>\n\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-45c0fea e-con-full e-flex e-con e-child\" data-id=\"45c0fea\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b4af348 elementor-author-box--layout-image-right elementor-author-box--align-right elementor-widget elementor-widget-author-box\" data-id=\"b4af348\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/behaviorquant.com\/en\/blog-news-section\/\" class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/02\/gb_fwa_trans_70-300x300.webp\" alt=\"Picture of Gerlinde Berghofer\" loading=\"lazy\">\n\t\t\t\t<\/a>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/behaviorquant.com\/en\/blog-news-section\/\">\n\t\t\t\t\t\t<h4 class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tGerlinde Berghofer\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-author-box__bio\">\n\t\t\t\t\t\t<p>COO and Co-Founder of BehaviorQuant<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1c5df85 e-flex e-con-boxed e-con e-parent\" data-id=\"1c5df85\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f17e87f elementor-widget elementor-widget-heading\" data-id=\"f17e87f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-large\">Reflections &amp; Perspectives: Behavioral Data Shaping Finance in 2025<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cfad10c e-flex e-con-boxed e-con e-parent\" data-id=\"cfad10c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8b29a7e elementor-widget elementor-widget-text-editor\" data-id=\"8b29a7e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5271938 elementor-widget elementor-widget-image\" data-id=\"5271938\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1057\" height=\"927\" src=\"https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75.webp\" class=\"attachment-full size-full wp-image-22932\" alt=\"\" srcset=\"https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75.webp 1057w, https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75-300x263.webp 300w, https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75-1024x898.webp 1024w, https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75-768x674.webp 768w, https:\/\/behaviorquant.com\/wp-content\/uploads\/2024\/12\/xmas_2024_75-14x12.webp 14w\" sizes=\"(max-width: 1057px) 100vw, 1057px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d0eea87 elementor-widget elementor-widget-text-editor\" data-id=\"d0eea87\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Key Partnerships and Recognitions<\/h3><p><strong>\u2022 Collaboration with IA Engine<\/strong><br \/>This year, BehaviorQuant has been selected into the IA Engine program, the FinTech hub of The Investment Association in the UK. Engine&#8217;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.<br \/><strong>\u2022 Industry Presence<\/strong><br \/>We were honored to deliver keynote presentations at major events worldwide, solidifying our position as thought leaders in behavioral finance, including:<\/p><p style=\"padding-left: 40px;\">o FinTech24 in Riyadh: Among 300 start-ups, BehaviorQuant was selected as one of the Top 12, and we delivered a keynote titled &#8220;Radically Personalized FinTech: The Future of Advisory and Asset Management with Cutting-Edge Behavioral Technology.&#8221;<\/p><p style=\"padding-left: 40px;\">o EmTech Global London and The Investment Association\u2019s 7th Annual Conference: These forums enabled us to engage with global leaders in asset management.<\/p><p style=\"padding-left: 40px;\">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.<\/p><p style=\"padding-left: 40px;\">o Another Highlight of the Year<br \/>We had the privilege of presenting at the Austrian Embassy in London. Our keynote, &#8220;Reimagining Freud&#8217;s Couch with Investor Psychology &amp; Data Science,&#8221; showcased Austria\u2019s historical contributions to psychology and economics while unveiling BehaviorQuant\u2019s innovative use of behavioral data to decode financial decision-making. This captivating event merged insights from Freud\u2019s psychoanalysis and behavioral finance with cutting-edge technology.<\/p><h3>Expanding Our Reach in Germany<\/h3><p>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.<\/p><h3>Successful Product Innovations<\/h3><p><strong>\u2022 Launch of the BQ Advisory Self-Service <\/strong><br \/>Financial advisors can now independently explore and integrate BQ Advisory, making it more accessible and scalable than ever before.<\/p><p><strong>\u2022 New Features for BQ Advisory<\/strong><\/p><p style=\"padding-left: 40px;\">o Investment Page: Provides deep insights into clients\u2019 risk scores, enhancing understanding of their financial tolerance and capacity.<\/p><p style=\"padding-left: 40px;\">o Portfolio Fit: Matches clients with portfolios across seven risk levels, visualizing portfolio shifts to ensure precision and clarity.<\/p><p><strong>\u2022 The BQ Certificate<\/strong><\/p><p>Tailored for individual financial professionals and asset management teams, this certification is setting a new standard for understanding behavioral finance.<\/p><p><strong>\u2022 The Efficient Behavioral Frontier \u2013 BQ Benchmark<\/strong><\/p><p>This groundbreaking feature bridges behavioral insights with decision-making strategies, enabling professionals and teams to manage risk and maximize returns.<\/p><h3>Thought Leadership<\/h3><p><strong>\u2022 Global Recognition<\/strong><\/p><p>Our approach to behavioral finance garnered attention in leading publications, for example:<\/p><p style=\"padding-left: 40px;\">o Financial Times: &#8220;Tech advances can promote a win-win relationship for advisers and clients.&#8221;<\/p><p style=\"padding-left: 40px;\">o AssCompact: &#8220;Die Kundenerwartung an die Beratung hat sich massiv ver\u00e4ndert.&#8221;<\/p><p><strong>\u2022 Engaging Events<\/strong><\/p><p>From our impactful London visits to keynote speeches and advisory discussions, we continue to shape the conversation around behavioral finance on a global stage.<\/p><h3>Looking Ahead to 2025<\/h3><p>As we prepare for the new year, we are committed to building on our achievements:<\/p><p>\u2022 Expanding our reach across Europe, North America, and the Middle East.<\/p><p>\u2022 Refining our solutions to address evolving client needs.<\/p><p>\u2022 Strengthening partnerships to deliver unparalleled value.<\/p><p>\u2022 Upcoming January Highlight: Our CEO, Thomas Oberlechner, will deliver a keynote at the Dimensional Start-of-Year Event in Munich on January 15, 2025.<\/p><h3>Wishing you a joyful holiday season and a prosperous New Year!<\/h3><p>We look forward to even more of invaluable discussions and insights with our partners, clients, and the global behavioral finance community.<\/p><p>For inquiries or to learn more about how BehaviorQuant can support your business in 2025, reach out to us at <a href=\"mailto:contact@behaviorquant.com\">contact@behaviorquant.com<\/a>. We look forward to hearing from you!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-301655d e-flex e-con-boxed e-con e-parent\" data-id=\"301655d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-cdf9c4f e-con-full e-flex e-con e-child\" data-id=\"cdf9c4f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56365c6 elementor-widget-tablet__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"56365c6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Dive into the World of Behavioral Finance and Stay Informed!<\/h3><p>Are you eager to delve deeper into the fascinating realm of Behavioral Finance, while staying in the know about the latest breakthroughs and exclusive offers?<\/p><p>Join us for a newsletter packed with top insights. We respect your time &#8211; only the best content, once a month. Subscribe now!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b47388f e-con-full e-flex e-con e-child\" data-id=\"b47388f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-eeabaff elementor-widget elementor-widget-hubspot-form\" data-id=\"eeabaff\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"hubspot-form.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t\t\t\t\t<script>\n\t\t\t\t\t\t\twindow.hsFormsOnReady = window.hsFormsOnReady || [];\n\t\t\t\t\t\t\twindow.hsFormsOnReady.push(()=>{\n\t\t\t\t\t\t\t\thbspt.forms.create({\n\t\t\t\t\t\t\t\t\tportalId: 6341835,\n\t\t\t\t\t\t\t\t\tformId: \"2ed19b1b-861e-4091-b709-bcb4e72ce225\",\n\t\t\t\t\t\t\t\t\ttarget: \"#hbspt-form-1792838580000-3197275603\",\n\t\t\t\t\t\t\t\t\tregion: \"na1\",\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t})});\n\t\t\t\t\t\t<\/script>\n\t\t\t\t\t\t<div class=\"hbspt-form\" id=\"hbspt-form-1792838580000-3197275603\"><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>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!<\/p>\n","protected":false},"author":3,"featured_media":22937,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-22930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-allgemein"],"_links":{"self":[{"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/posts\/22930","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/comments?post=22930"}],"version-history":[{"count":4,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/posts\/22930\/revisions"}],"predecessor-version":[{"id":25827,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/posts\/22930\/revisions\/25827"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/media\/22937"}],"wp:attachment":[{"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/media?parent=22930"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/categories?post=22930"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/behaviorquant.com\/en\/wp-json\/wp\/v2\/tags?post=22930"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}