Unitifi®

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!