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Executive Summary

The behavioral solution was designed to help individuals understand how subconscious processes affect their financial decision-making, and encourage positive action to secure their financial future.

Company’s Top Objectives

  • Re-architect and develop the new enhancement for the existing application of SAPERE.

The Resolution

  • We developed a web application to enable insight driven financial planning
  • Excelencia converted more prospects to clients, and gained a deeper understanding of their needs using my3B Advisor

omy3B™ refers to the biases, behaviors, and blind spots that may prevent individuals from achieving their financial freedom

The Key Benefits

  • Complete analysis about the customer is given through charts and reports
  • Easy to analyze the results and provide financial advice

17%

Under Budget

89%

Continuous Monitoring and Support

Easy to suggest customers through the results obtained from the assessments. Target can be easily achieved.