Jumpstart your firm's growth with Atlas Point® Solutions

Client Engagement

Science based surveys and insights to help Financial Professionals have the right client conversation at the right time.

What we offer

  • Your firm may select from 11 different types of prospecting or engagement self-discovery surveys, including risk sentiment, communication styles, behavioral biases, and decision-making preferences.
  • The household view showcases sweet spots and blind spots.
  • Your Financial Professionals receive ongoing insights and relevant client content.


Financial Virtues®

Our signature Financial Virtues® solution uses a 5-minute survey to identify each client or prospect’s unique approach to managing their money.  In this short 5-minute survey, Financial Professionals uncover how a person thinks and feels about their money as well as how they make decisions and where they go under stress.  Top behaviors to change are also highlighted in this report. Book a demo to try Financial Virtues®.


BeFi Pulse Checks™

The Atlas Point Pulse Checks are quick 30 second check-ins with clients and prospects focused on one specific behavioral blind spot. Financial Professionals and enterprises use the pulse checks for lead generation and targeted education with current clients.


Household Pulse Map™

The Household reports identify how any combination of two or more individuals think and feel about their money.  These insights highlight the sweet spots and blind spots a household may have as well as the top behavioral biases at play for the household.  This a great conversation opener and a fun way to involve all parties in your financial conversations.


Business Insights

Business insights helps your team prepare more efficiently for meetings and identify who to call based on select macroeconomic conditions.  Aggregated behavioral information identifies different ways to segment your clients for targeted communication campaigns.

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Financial Professional Learning

Atlas Point Edge brings training and consulting resources typically reserved for Fortune 500 enterprises.  With over 300 videos and templates, our scalable solutions will add to your firm's coaching program. The learning journey is tailored based on the FP's business goals.


Jump start your firm's coaching program with a robust library of coaching content, a Behavioral Agile Coach (BAC) certification program for your coaches, and a dashboard you can tailor for your enterprise.

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Enterprise Intelligence

Enterprise intelligence enables your firm to gain behavioral insights to accelerate your client segmentation strategy and inform how best to support your FPs.

Enterprise Analytic Products

Personalization products (defining who is the client) enable your firm to get laser focused with your product and service delivery models.  BeFi Client Insights plus data unique to you enables personalization at scale. We can also tailor a revenue optimization model so you may maximize profitability by product and service with each personalized client experience.

Enterprise Ad-hoc Projects

Let our team of industry experts, PhDs in Behavioral Science and Data Science, be an extension of your team bringing insightful, practical, and actionable solutions to your firm.

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