MRI™ IS REVOLUTIONIZING THE DELIVERY OF FINANCIAL ADVICE
MRI™ surveys and tools are designed to guide you and your firm from prospecting to client growth, providing deep psychological insights for smarter, more confident advising.
A quick product overview
MRI™ Core
MRI™ Essential
MRI™ Essential
A Comprehensive Financial Psychology Solution for Forward-Thinking Advisors
See the Whole Client – Gain a 360° view of client biases, behaviors, and beliefs that drive financial decisions.
Reveal Comfort with Risk™ – Measure how clients genuinely experience risk to align strategies with reality.
Expose Hidden Drivers – Uncover subconscious influences that shape long-term outcomes.
Deliver Personalized Advice – Use deep psychological insights to build trust and enhance results.
MRI™ Essential
MRI™ Essential
MRI™ Essential
Know Your Clients Better. Strengthen Relationships. Grow Wallet Share.
Go Beyond the Numbers – Reveal emotional and behavioral patterns behind financial choices.
Personalization That Connects – Align advice with each client’s unique mindset.
Create Meaningful Conversations – Engage clients with trust-building insights.
Identify Growth Opportunities – Spot where clients are ready to invest or expand strategies.
MRI™ Genesis
MRI™ Essential
MRI™ Wealth Readiness
Turn Hesitation into Commitment & Convert More Prospects
Reveal True Risk Profiles – Go deeper than standard assessments to uncover actual behaviors.
Personalize Early Conversations – Align recommendations with comfort and decision-making style.
Break Decision Paralysis – Identify psychological roadblocks holding prospects back.
Accelerate Trust and Action – Build immediate rapport with insights that resonate with prospective clients.
MRI™ Wealth Readiness
MRI™ Comfort with Risk
MRI™ Wealth Readiness
Identify Opportunities, Drive Growth, & Expand Your Wealth Management Pipeline
Spot Investment-Ready Clients – Identify customers primed for wealth management services.
Enhance Targeting – Match marketing efforts to financial attitudes for more effective engagement.
Guide Confident Transitions – Help banking customers move from saving to investing with clarity.
Fuel Pipeline Growth – Efficiently expand your firm’s wealth management opportunities.
MRI™ Secure
MRI™ Comfort with Risk
MRI™ Comfort with Risk
Transform Portfolio Uncertainty into Confidence
A consumer facing app that scores a portfolio's risk with and without annuity products.
Reveal the Real Story Behind a Portfolio – Go beyond surface-level assessments to deeply understand portfolio exposure and client comfort with risk.
Align Risk and Reality – Match your portfolio risk score to your Comfort with Risk Score.
Understand Your “Annuity Score” – Determine if an fixed annuity may be an appropriate addition to a portfolio using the MRI™ Annuity Score.
Play with the Sandbox Feature – Experiment safely with portfolio changes! The MRI™ sandbox enables you to adjust allocations, immediately see the impact on portfolio risk, and understand how different strategies may align better with your comfort with risk.
MRI™ Comfort with Risk
MRI™ Comfort with Risk
MRI™ Comfort with Risk
Measure What Truly Matters With Validity and Reliability
Go Beyond Traditional Scoring Models – Understand how clients emotionally and cognitively perceive risk.
Reveal the Real Story – Capture the mindset behind a client’s willingness to take financial risks, not just surface-level responses.
Tailor Strategies – Align portfolios with authentic client comfort levels.
Build Trust Through Relevance – Foster empathetic conversations that deepen client confidence.
Tailored Solutions Across Business Models with MRI™
MRI™ is not just a one-size-fits-all solution. The Core model is designed to flexibly adapt to a wide range of financial advisory needs. The experts at MRI™ can adapt any of the surveys and tools listed here to meet your unique needs.
Whether you are in insurance, banking, or serving high-net-worth individuals, MRI™ delivers the insights you need to personalize solutions and enhance client satisfaction.
Customizing Solutions for Every Business Model
- Insurance – Understand risk tolerance and emotional drivers behind coverage decisions to create personalized plans.
- Banking – Assess financial habits and biases to offer tailored savings, lending, and investment products.
- High Net-Worth Clients – Gain insights into complex financial behaviors and preferences for more strategic wealth management.
No matter your business model, MRI™ can tailor a solution to meet your needs.
SET-UP A DEMO OF mri™ for your firm now!
Money and Risk Inventory
New York, New York, United States
