TO THE POINT | MAY 2024
Introducing Uncertainty Mindset?
Picture this: Your client reaches out to you, disheartened by recent losses in the market. What's your next move? Instead of simply consoling them, what if you had a solution that not only eases their worries but also transforms this setback into an opportunity for strengthened trust and loyalty?
Introducing Uncertainty Mindset? - a cutting-edge tool designed to complement conventional risk tolerance assessments by delving deep into your clients' attitudes toward financial uncertainty. You'll gain invaluable insights into their risk perception and optimism, enabling you to tailor your recommendations to effectively manage their emotional responses to risk.?
Atlas Point users may login and click here to access their unique Uncertainty Mindset? survey link to start sharing with clients or review the support resources for Uncertainty Mindset? here.?
Carsten Erner Promoted to Chief Scientist!
We're excited to announce that Carsten Erner will officially step into his new role as our Chief Scientist! Carsten's extensive expertise and leadership have been instrumental and we are excited to see him expand his scope to include Behavioral Science within our organization.
Carsten joined us as Head of Data Science, bringing with him a wealth of knowledge and experience. Prior to joining our team, he served as a postdoctoral scholar specializing in Behavioral Decision Making at the UCLA Anderson School of Management and has published research in leading academic journals on consumer financial decision-making and capital markets.
In his new role, Carsten will oversee both our Behavioral Science and Data Science teams, ensuring that we remain at the forefront of innovative research and application in these critical areas. He will be focused on expanding his team to drive our business forward. Congratulations, Carsten!
领英推荐
Meet Atlas Point's Chief Operating Officer!
We're thrilled to welcome Bryant Fuller to the Atlas Point team as our COO! With 20+ years of experience in designing, developing, and launching innovative solutions for financial professionals and their clients, Bryant brings a wealth of expertise to our team. Previously, he held leadership roles at EY and Accenture, and led the U.S. Wealth Management practice at Capco. Bryant also served as Director of Advice and Brokerage Technology at TIAA, where he built and launched products supporting institutional retirement and wealth management retail channels.
[CE Webinar] Client Experience: Why behavioral coaching is key for wealth management
Client expectations in wealth management are evolving rapidly, with 71% of individuals expecting personalized interactions and 76% expressing frustration when this expectation is not met1. It's crucial for Financial Professionals to adapt by delivering personalized experiences at scale. But how can you accomplish this in a simple and effective way?
Join Atlas Point's webinar on Thursday, June 6th at 2pm ET to understand how to meet the changing expectations of clients by personalizing your client experience at scale. You'll leave this discussion understanding:
1McKinsey, Next in Personalization Report, 2021