Turn Prospects into Clients with MRI™ Genesis
Financial decisions aren’t just about numbers...
They’re about psychology. Research shows that risk tolerance, cognitive biases, and financial experiences drive decision-making (Kahneman & Tversky, 1979; Klontz et al., 2011). Without understanding these factors, prospects hesitate, delay, or walk away.
MRI™ Genesis: The Key to Client Conversion
Reveals True Risk Profiles – Uncovers deep-seated financial behaviors beyond standard risk assessments.
Personalizes Conversations – Aligns recommendations with a prospect’s comfort with risk and decision-making style.
Breaks Decision Paralysis – Identifies psychological roadblocks that prevent action.
Builds Trust Faster – Enhances engagement with insights that resonate on a personal level.
Turn hesitation into commitment. Convert more prospects with MRI™ Genesis.
Grow Client Relationships with MRI™ Essential
Like everyone, your clients...
are shaped by psychology—risk perception, biases, and money habits . Understanding- and acting upon- these deeper drivers is the key to stronger relationships and greater wallet share.
MRI™ Essential: Unlock Client Potential
- Deepens Client Understanding – Reveals emotional and behavioral patterns that influence financial choices.
- Enhances Personalization – Tailors advice to align with clients’ unique financial mindsets.
- Drives Engagement & Trust – Strengthens long-term relationships with more meaningful conversations.
- Expands Opportunities – Identifies areas where clients are ready to invest more.
Know your clients better. Strengthen relationships. Grow wallet share with MRI™ Essential.
MRI™ Core has everything
Unlock Full Client Insights with MRI™ Core
True financial guidance goes beyond surface-level data—it’s about understanding the full psychological profile of your clients. MRI™ Core offers a comprehensive 360-degree view of their biases, behaviors, and perceptions, enabling more effective strategies and deeper connections.
MRI™ Core: A Complete Financial Psychology Tool
- 360-Degree Client View – Analyzes biases, behaviors, and perceptions that impact financial decisions.
- Comprehensive Comfort with Risk™ – Measures how risk tolerance affects choices and strategies.
- Uncovers Hidden Patterns – Reveals subconscious influences driving client behavior.
- Develops Tailored Insights to help the advisor – Provides insights to customize advice and optimize outcomes.
Gain a deeper, more complete understanding of your clients with MRI™ Core.
Identify Wealth-Ready Customers with MRI™ Wealth Readiness
How do you know when they are ready?
Not every customer is ready for wealth management—but their psychology reveals when they are. Behavioral research shows that financial confidence, risk perception, and investment readiness drive decision-making. MRI™ Wealth Readiness helps banks and insurers pinpoint the right customers at the right time.
MRI™ Wealth Readiness: Turn Customers into Investors
- Identifies Investment-Ready Clients – Spots customers primed for wealth management services.
- Enhances Targeting & Engagement – Aligns outreach with financial behaviors and attitudes.
- Accelerates Client Transitions – Moves customers from savings to investments with confidence.
- Drives Revenue Growth – Expands wealth management pipelines efficiently.
Find the right customers. Engage them at the right time. Grow wealth management with MRI™ Wealth Readiness.
Deeper Insights. Stronger Connections. MRI™ Plus.
Because great advice starts with truly understanding your client.
Great advising goes beyond numbers—it’s about understanding clients on a deeper level. Research shows that trust, risk perception, and financial behaviors shape decision-making. MRI™ Plus equips advisors with the insights to build stronger, more confident relationships.
MRI™ Plus: Elevate Client Conversations
- Unlock Deeper Client Insights – Understand financial behaviors, emotions, and decision-making patterns.
- Strengthen Advisor-Client Trust – Foster more meaningful, personalized connections.
- Boost Engagement & Retention – Address concerns before they become obstacles.
- Increase Confidence in Advice – Provide tailored recommendations with greater precision.
Go beyond the basics. Strengthen relationships. Advise with confidence using MRI™ Plus.
Tailored Solutions Across Business Models with MRI™
MRI™ isn’t just one-size-fits-all—it’s designed to adapt to a variety of financial sectors, ensuring that your product offerings are aligned with the unique psychological needs of each client. Whether you're in insurance, banking, or working with high-net-worth clients, MRI™ provides the insights needed to customize solutions and increase client satisfaction.
MRI™: 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™ helps tailor your solutions to meet the distinct psychological needs of your clients.