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! …
Can you identify the wealth-building potential of your prospective or potential clients? Is the coaching and financial mentoring you give to your clients based on an objective measure of their wealth-related behaviors? We are very pleased to announce the release of our new research report, Financial Behaviors & Wealth Potential. The report describes how using behavioral-based assessments can identify and develop one’s potential for building wealth. Applied broadly, measuring Wealth Potential can allow large institutions and firms …
According to one Southerner, we’re halfway through what he calls the “60 days of winter” in Atlanta. For those from the Midwest or Northeast, I can almost hear your collective “bless their hearts.” True, we don’t have snow on the ground here and when we do, the entire city of Atlanta shuts down. However, those living in the South enjoy glimpses of the beauty we have in the Spring much earlier than anywhere else in …
We wish our clients, partners, and colleagues a very Happy New Year from Data Points. We are grateful for your business and look forward to working with you in the next year to identify and develop your clients’ propensity to build wealth. We are excited to unveil our technology to assess wealth potential and share our latest research on financial behaviors and client success to help your organization thrive in the new year. Keep up …
Always a teacher, my father loved uncovering hidden trends in the economy, in consumer behavior, and in marketing research, and then sharing them with others. He loved reading articles in newspapers, cutting them out, making notes all over the margins, and then turning those findings into essays on how individuals approach money. I would share articles and summaries from academic journals with him, and (after grading them) he would relate their scientific findings to …

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