Investor Profiling Questionnaire

How well do you know your customers? Understanding your customers is the first step in creating customer satisfaction. Assess your current Investor Profiling Questionnaire and implement recommendations tailored to your customer segments and product portfolio to get a better picture of your customers’ risk appetite.

Are you asking yourself

Is our investor profiling tailored to our customers?
Does our risk profiling generate value for our customers?
How does our existing investor profiling questionnaire compare to industry standards?
How can we improve the review of our investor profiling questionnaire?

What you will get from us:

Assessment of existing investment profile questionnaire as compared to industry standards
Recommendations on re-designing the Investment Profile Questionnaire.
Identify any potential weakness in the Investment Profile Questionnaire review process
Implementation of Investment Profile Questionnaire and its regular review

Our Approach

Assessment

The existing investor profiling questionnaire form and the review process are assessed and benchmarked by business experts.
Questionnaire

Components of questionnaire are identified, where a revision will lead to better results, added value for customer, or better alignment with strategic goals.
Review Process

Areas of enhancement for the periodic review process are identified.
Implementation

Recommendations based on industry standards are provided and chosen changes are implemented.

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