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 …
There is so much we are thankful for this year…and here’s just a very short list: Our DataPoints team – for the time and dedication in working through the ups and downs of getting a business off the ground Our clients who have embraced behavioral science as a means to effectively work with their clients to ensure financial success Our advisors, partners, and beta users who have given us feedback, challenged our assumptions, and pushed …
Earlier this week the DataPoints team had the privilege of attending the XY Planning 2016 conference in San Diego, and presented its technology solution to the advisors there in the conference’s inaugural fintech competition. The XY Planning network is a group of fee-only financial advisors that are committed to serving as fiduciaries to their clients and have a special focus on serving those clients that may not fit with more traditional financial services. The …
The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month. We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors. Our clients are using behavioral science in their practice to help clients’ improve their financial behaviors. Try it for yourself and see how you …
We’re excited to announce that DataPoints has been selected as one of six finalists in the XY Planning Network’s 2016 fintech competition. Our behavioral analytics platform is transforming the way advisors and firms segment, coach, & develop their clients, and we’re excited to present alongside other fintech companies in September! Read about the fintech competition here, and we’ll see you at XYPN16! …