We’re delighted to announce the release of the new DataPoints behavioral finance platform.
Built from the ground up with feedback from financial advisors, their clients, and industry leaders, the DataPoints platform puts the power of behavioral science in the hands of advisors to strengthen client relationships and improve financial results. DataPoints has created a library of assessments that holistic financial advisors can use to engage and generate prospects, assess client money behaviors and attitudes, and impact behavioral change.
Learn more about how you and your firm can use behavioral science to generate leads and give your website visitors something in return. Find out how financial advisors are using our assessments to coach and develop their clients, and strengthening those relationships in the process.