TO THE POINT | SEPTEMBER 2023
The BeFi Edge: Recent Behavioral Insights
In the wake of COVID-19-related lockdowns, there has been a notable uptick in individual investors engaging in short-term options trading—with approximately 46 million contracts trading each day in the past year. These options, known as 0DTE (zero days to expiration), expire in 24 hours or less.
This surge, driven in part by commission-free trading platforms, has attracted many Millennials and Gen X investors, despite the high risks involved. While some view 0DTE options as gambling, it's crucial for Financial Professionals to understand from a client’s perspective how gambling in financial markets is different from investing in them.
Read our latest BeFi Edge article for a comprehensive overview of 0DTE options trading, gain insights into the risks and biases involved, and discover strategies for effectively mitigating these biases.
Meet Atlas Point's Head of Data Science!
We're thrilled to welcome Carsten Erner, PhD to the Atlas Point team as our Head of Data Science! Carsten brings a wealth of expertise and innovation to Atlas Point, having previously held senior positions in analytics and credit across multiple fintech startups. He also served as a postdoctoral scholar in Behavioral Decision Making at the UCLA Anderson School of Management, where he conducted research on consumer financial decision-making and capital markets.
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October Spotlight Call - Engaging the Next Generation
Mark your calendars for our upcoming spotlight call on October 18th 4pm ET! A top Atlas Point user will share her successful strategies for effectively engaging her clients' children in meaningful financial conversations using Atlas Point.
Finovate 2023 Best Wealth Management Solution Winner!
We are thrilled to announce that Atlas Point has been honored with the prestigious title of "Best Wealth Management Solution" at the 2023 Finovate Awards!?
Our team at Atlas Point has worked tirelessly to deliver innovative and cutting-edge solutions that empower Financial Professionals to build deep human connections at scale. With our enhanced platform, Atlas Point Edge, Financial Professionals can seamlessly personalize the client experience at scale and deliver exceptional service with maximum efficiency.
We are immensely proud of our team's commitment to excellence, and we are passionately committed to revolutionizing how Financial Professionals connect with their clients in an increasingly complex and uncertain financial world.
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