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SRI : How to collect your clients' preferences / With Tiphaine Saltini

February 24, 2021 12:30 (CET)
About 1 hour

About this event

Swiss Fintech lunch - grab your lunch and listen to an insider!


This week topic : SRI : How to collect your clients' preferences / With Tiphaine Saltini

Neuroprofiler assesses investment profiles through behavioral finance and gamification, in line with MiFIDII/LSFin requirements. During this webinar, Neuroprofiler will introduce its ESGprofiler, a new module launched in 2020 which assesses the appetence of investors for sustainable finance and recommend suitable ESG products based on their preferences.



Hosted by

  • Team member
    T
    Alexandre Gaillard InvestGlass

  • Guest speaker
    G
    Tiphaine Saltini CEO @ Neuroprofiler

    Neuroprofiler offers solutions based on cognitive science and machine-learning to quantify and predict consumer behaviors.

InvestGlass

#1 Swiss Sovereign CRM

InvestGlass is a Swiss based CRM, PMS, Client Portal, Digital onboarding tools platform. Discover the Swiss CRM platform that gives you the freedom to create, design, manage and develop your digital presence exactly the way you want.

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