Atlas Point is an actionable behavioral science and analytics platform that leads to unique conversations, bringing Financial Professionals and their clients closer together.
We help financial professionals and financial services organizations have more personal and personalized conversations using behavioral science backed insights with a proven ROI.
Request A Demo
Atlas Point provides scalable solutions, including client-ready behavioral surveys, insights, and financial professional success programs, to drive real results for your business.
There is no other tool at a financial professional’s disposal that drives perceived value to clients like behavioral coaching. The Atlas Point platform makes it easy.
of Atlas Point users report having more effective client conversations
of investors are willing to share more information to have a personalized experience
increase in AUM from asset consolidation is the average for experienced Atlas Point users
of affluent Americans want a personalized digital financial experience
Take five minutes and try the Financial Virtues™ survey. Understanding your own preferences and tendencies will help you to better serve your clients.
We’ll talk through our platform based on the unique needs of your business, answer your questions, and discuss how other professionals are using Atlas Point solutions.
You can be up and running on our platform in minutes. We will help you gain more value through behavioral insights and create momentum for your business.
Our latest thought piece discusses the emotions and behaviors people will likely experience in the wake of recent banking failures. The increased uncertainty creates another great opportunity for financial professionals to shine. Read on to learn more about these behaviors and how financial professionals can take action to address them.
READ THE ARTICLE
Atlas Point takes complex academic research and makes it easy for financial professionals to apply in their business. This creates better conversations with individuals, which lead to better relationships. These better conversations and better relationships ultimately produce better outcomes for both the individual and the financial professional.
Individuals say that their Financial Professional does not know them or understand their unique preferences.
Financial Professionals say differentiating and articulating the value of full-service financial advice is growing harder.
Enterprise are looking for ways to grow organically, personalize the client experience, capture the next generation and diverse segments.
