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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


Under Budget


Continuous Monitoring and Support

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