Sponsor

Oxford Risk

2-SK-23

Founded in 2002 by leading behavioural scientists from Oxford University, Oxford Risk use behavioural finance software to help investors make better decisions. Each year investors lose on average 300 bps of returns due to the need for emotional comfort. Advisers, banks, wealth managers, pension providers, and financial institutions use Oxford Risk's software solutions to help guide investors to higher returns and enjoy greater client engagement, asset growth, and regulatory peace of mind.

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Products and Services

Products and Services	Description
Investor Compass	Investor Compass is an end-to-end risk profiling and suitability solution – built on advanced behavioural finance. A comprehensive financial profiling process is crucial in revealing an investor’s willingness and ability – both financial and emotional – to take risk, and to calmly take control of their finances. This goes far beyond risk tolerance and onboarding, we want to help you provide the lifetime of guidance that investors need.
Behavioural Engagement Technology	Oxford Risk’s Behavioural Engagement Technology combines our award-winning suitability assessments with our cutting-edge behavioural profiling, to help you keep clients engaged and deliver hyper-personalised service. Sending the right messages to the right people at the right time can increase investor engagement by 2-6x and drive organic growth of assets under management by 10% or more.
Behavioural Personalisation Platform	Using Oxford Risk's unique behavioural insight, banks and wealth managers can personalise their client and investor communications based on personality type to increase engagement and grow assets under management.

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