Applied Behavioural Science to Financial Services
We reshape consumer behaviour to empower financial sustainability.
About
Behavioural Finance Consulting is a forward-thinking consultancy company specialised in applying behavioural science to the financial sector. We advise financial services providers in the design, development and reshaping of their products and services from a consumer-centric lens. Our mission is to equip the industry with solutions that promote consumer wellbeing while fostering sustainable business growth.
We analyse consumer behaviour, barriers and motivations to deliver business insights that optimise customer journeys, user experience (UX) and interface (UI), client engagement, sustainable habits, financial literacy and wellbeing, customer segmentation, financial risk attitude, product acquisition and adoption, and B2B and B2C communication.
We change consumer behaviour in the world of finance
Services
We apply scientific insights to pinpoint the motivations and obstacles that influence users’ adoption and engagement with financial products, services, and digital platforms.
01.
Product Design & Development
Harnessing our expertise in customer journey analysis, we optimise customer interaction and behaviour with financial services.
- Our approach involves:
- Crafting intuitive user experiences (UX)
- Designing seamless user interfaces (UI)
- Segmenting consumer demographics
- Identifying user barriers and motivations
- Clarifying product objectives
- Defining key performance indicators (KPIs)
02.
Audit & Assessment
We conduct rigorous science-backed and data-driven testing to provide robust financial performance and behavioural insights.
- The focus areas include:
- Risk attitude & tolerance psychometrics
- ESG preference assessments
- Investment suitability appraisals
- Advanced testing & data analytics techniques
- Development of financial knowledge programs
- Design of sustainable behaviour initiatives
03.
Communication & Marketing
We incorporate behavioural science principles into communication and content marketing strategies to ensure effective campaigns.
- We specialise in:
- B2B and B2C communication frameworks
- Developing content marketing materials
- Implementing customer acquisition programs
- Crafting value proposition (VP) narratives
- Minimum viable product (MVP) strategies
- Refining customer segmentation and trends
Work
Companies
We are dedicated to elevating product and service quality through groundbreaking approaches centred around the needs of consumers. Our efforts foster innovation, driving transparency, enhancing brand loyalty, and bolstering reputation, allowing our clients to stand out amidst competition.
Products and Services
Our insights into consumer behaviour drive a better understanding of financial services and foster deeper engagement, promoting sustainable financial habits. From the perspective of product development, we tailor your offerings to ensure scalability, growth, reliability, and consistency.
Practitioners
We specialise in implementing solutions designed to improve the performance of practitioners. By equipping experts with a deep understanding of consumer psychology, we empower them to consolidate advice and guidance, facilitating improved communication and trust in client-adviser relationships.
Consumers
We are committed to enhancing financial literacy among customers, encouraging sustainable monetary practices and overall wellbeing. By prioritising actionable insights that drive satisfaction, we ultimately empower consumers to take control of their financial futures.
Clients
We enable advisory and services providers to design, adapt, and enhance financial products and services with a consumer-focused approach to ensure ongoing business transformation and growth.
- Wealth & Asset Management Firms
- Investment & Asset Platforms
- Climate Analytics Providers
- Personal Finance Services
- Banking, Fintech, Paytech, Crypto, Insurtech
- Financial Advisory Services
- Insurance Providers
- Marketing Agencies
We transform business through a customer-focused approach
Business Cases
In an era marked by transformational changes in the financial industry, the global marketplace demands products and services that not only meet current customer needs, but also anticipate future requirements and adjust to new global trends and opportunities. To stand out in this dynamic landscape, companies must make informed decisions and adapt their offerings to take advantage of evolving patterns and challenges.
Discover how we navigate these challenges and help businesses flourish.
Team
We are an international team of renowned experts with a diverse background, spanning behavioural science, psychology, service design, sustainable development, IT engineering and data science. Our mission is to promote financial wellbeing by enhancing both consumer behaviour and financial services. We provide unparalleled expertise and insights, ensuring the success of our clients in an ever-evolving business landscape.
Dr. Daryl L. Foy
McKenzie Foy Health Limited, New Zealand Strategic and Behavioural Advisor
Prof. Emmanuel Fragnière
HES-SO, Switzerland Design and Innovation Advisor
Prof. Jairo Lozano
UAO, Colombia Sustainability Advisor
Prof. Jean-Christophe Loubier
HES-SO, Switzerland Data Analytics Advisor
Get in touch
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Find Us
Contact Us
Contact us about applying and integrating behavioural science to your business, practice, products and services.
Phone number
UK: +44 (0)7362 05 49 96 CH: +41 (0)22 539 19 26
info@behaviouralfi.com
Location
London, WC2A 2JR, United Kingdom Geneva, 1211, Switzerland