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The problem is not KYC – The problem is how to get clients to the point of making KYC in the first place
Lots of financial advisors, bankers and their clients are frustrated by the heavy KYC (Know Your Client) process that is demanded by regulators before opening any accounts for clients. Yes, it’s a frustrating and complicated process and definitely doesn’t improve the quality of the client experience, but the real problem is not KYC process: KYC […]
30 . January . 2018
Comparison of Psychological Client Profiling Tools for Financial Advisors
A critical step in financial advisory and wealth management sales process is to establish rapport with the client and educating her about investment products, risks and its relationship to emotions.
Visual Example of Personality Based Client Insight for Wealth Management in Action
This example shows you how TAVIQ Profiler for wealth management helps client acquisition managers and relationship managers to identify client personalities.