We Unite the Financial Services Industry by providing Behavior-Based Advising Tools
Our solution allows financial professionals to clearly understand their clients' financial personality and behavior as it relates to their financial decisions.
Designed by Financial Professionals ~ Perfected by Educators & Science
Reviewed by the Scientific Community:
-World Academy of Science Engineering & Technology; Conference Presentation & Publication 2018 in Paris France (International Conference Behavioral Finance, Risk Behavior)
-The Academy of Behavioral Finance & Economics Conference 2018 in Chicago, Illinois, US (Presentation & Research Review Submission)
We provide solutions for financial firms & professionals:
-Savings of up to 30% on E&O Premiums though our Partner Lockton Affinity/Lloyd's of London when utilizing our software
-Increase revenue through enhanced communication & collaboration with clients
-Save on marketing spend through targeted campaigns based on scientifically defined behavior personalities & attributes
-Our assessment is 99% accurate! Its results help subscribers retain clients by knowing their clients' preferred communication style & guides allocation preferences
Contact us today to learn more & schedule a no-obligation demo!
Company Details
- Employees
- 6
- Founded
- -
- Address
- 12020 Shamrock Plaza,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.unitifi.com
- Keywords
- Investor Behavior, Behavior-Based Advising, Behavioral Finance, Financial Behavior, Financial Adviser Tools, Know Your Client Software, Investor Engagement, Target Marketing Campaigns, Digital Platform, CRM Integrations.
- HQ
- Omaha, NE
Unitifi® Questions
Unitifi®'s website is https://www.unitifi.com
Unitifi®'s LinkedIn profile is https://www.linkedin.com/company/unitifi
Unitifi® has
6 employees.
View email and phone details for 6
employees at Unitifi®.
Unitifi®'s industry is
Financial Services
Unitifi®'s top competitors are
Grafiniti,
Skyline Advisors,
Ria Compliance Consultants, Inc.,
Infinite Ping, Inc.,
Incomeconductor,
Rainbook,
Harvest Investment Consultants, Llc,
Truthifi,
Insytz,
Trinity Capital Investment Partners.
Unitifi®'s categories are Financial Services
Unitifi®'s founding year is 2017
