Client BeFi Insights
Science based surveys and insights to help Financial Professionals have the right client conversation at the right time.
We provide Financial Professionals and firms with personalized BeFi insights and objective financial education to improve financial wellness.
Science based surveys and insights to help Financial Professionals have the right client conversation at the right time.
survey
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.
survey
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.
insights
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.
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
A library of practice management resources and client ready materials as well as online training and coaching to boost FP efficiency and deliver BeFi insights with confidence.
The Atlas Point platform brings coaching and consulting resources typically reserved for Fortune 500 enterprises and makes them accessible to individual Financial Professionals and their teams. Our scalable tools position your business for ongoing growth – all while being practical and easy to apply.
Our proven strategies help Advisors reach their goals. We are driven by results, not activity.
Our client ready materials help you successfully implement behavioral conversations in your business. Whether you’re focused on growth, process improvement, or succession planning, we have the resources you need on demand to guide you.
Your hard work and perseverance have gotten you this far. What’s next for your business, your team and your life? Hiring a personal business coach leverages your time and resources, giving you a competitive edge. Offering personalized coaching, group coaching, and BAC coach certification– Atlas Point works with you to make your business stronger and sustainable for the future.
All users on our platform have access to CFP Board and Investments & Wealth Institute approved CE programs. Our curated learning journeys make it easy to focus on growing your business, running your business more efficiently, or transitioning your business to a new partner. Atlas Point has you covered.
Enterprise intelligence enables your leaders to consistently deliver a personalized client and FP experience at scale while maximizing revenue with a complementary, low code, meet-you-where-you-are solution.
Atlas Point offers a rolled-up view of business insights for our Enterprise clients. Implement a common language and consistent application of BeFi and behavioral coaching across the enterprise. We also offer off-the-shelf practice management and training programs with progress reporting, as well as the opportunity to upload tailored firm assets.
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.
Let our team of PhDs in Behavioral Science and Data Science be an extension of your team bringing insightful, practical, and actionable solutions to your firm.
