Individuals who cannot master their emotions are ill-suited to profit from the investment process.
Investors aren’t robots, they are humans trying to make the best decisions they feel emotionally comfortable with. So, how do you better understand their decision-making? Oxford Risk’s pioneering Investor Personas product offers a practical blueprint for understanding how investors think, feel, and act. How they respond to market volatility, what drives their investing choices, and what support they need to succeed. Whether you’re a financial adviser, asset manager, or fintech provider, these insights will help you engage your clients and prospects to deliver relevant and personalised support for greater success.
During this webinar, we'll dive into proven interventions to guide your clients toward better financial outcomes and arm you with the solution to work with investor psychology, not against it.
Hosts: Dr Greg B. Davies, Head of Behavioural Finance and James Pereira-Stubbs, Chief Client Officer at Oxford Risk.
Watch this on-demand webinar now to learn more about:
- Understanding how retail investors make financial decisions
- Personalising advice and communications based on behavioural profiles
- Using interventions to guide investors toward better financial decisions
- Turning insights into measurable business growth
Complete the form below to register now.
