You know when you happen to look at a sofa on the Ikea website and then for weeks you have […]
Data-driven needs analysis: the next step of financial advisory
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Behavioural Profiling, a business opportunity for the advisor
As a well-known saying goes, “not all evil comes to harm.” This also applies to the new MiFID 2 regulations, […]
Data Enrichment: no data? No problem
“We have no data.” How many times do we hear these words. Machine learning, artificial intelligence, data science: wonderful tools, […]
How do you make impactful content marketing in the financial world?
Let’s start with a question: can the financial world use content marketing in the same way that companies in other […]
Behavioural Profiling: an emotional intelligence tool for modern advisors
In the previous article1 we introduced the concept of Behavioural Profiling, i.e. a profiling technique that puts mental, emotional and […]
Virtual B and Fintech District: the first workshop dedicated to financial data science
We know this very well by now: nowadays, technologies related to Artificial Intelligence are being put into practice almost everywhere, […]
Behavioural Profiling: going beyond traditional approaches
Edgar Allan Poe once said that everything we see and seem is but a dream within a dream. The American […]
The IDD Directive: an opportunity, only if you can seize it
2018 was a big year for insurance industry and will probably be remembered as the big turning point when it […]
The financial industry’s next best action? An effective CRM strategy
Did you know that the 61% of financial services companies around the world is not building engaging experiences for their […]
Robo-for-advisor: the return of the low-optimizing optimizers
Among the “buzzwords” of the moment, we certainly find “robo-for-advisor”. In other words, various analysis and portfolio building tools for […]
Bridging the gap with the end customer through digital reporting
In the digital era, customer focus is a critical success factor. The rod of competition has risen and to be […]
Know Your Customers: how to understand clients’ needs through data analysis
The starting point for creating value with data analysis is to stay grounded. Data analysis can improve business profitability across […]