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.
- 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
Continuous Monitoring and Support