PROFILES AS BEDROCK OF SUSTAINABLE RELATIONS

Most profiling methods have been proven to be doubtful and are falling short of reaching their objectives

What makes norsia’s profiling method more efficient?

More robust questionnaires 

 

Investors fill them out whenever they want without the discomfort of feeling scrutinized.

Questions evolve based on previous answers and remain relevant to the respondent.

Inconsistencies in responses are detected.

Broader questionnaires 

Questionnaires are dedicated to specific aspects of the risk profile (capacity vs. tolerance).

Personal values are systematically and fully integrated into the profile.

Dynamic questionnaires  

Norsia’s questionnaires are digital and sequenced so that the time required to complete them matches the time investors are ready to spend on them.

Norsia’s questionnaires provide instant analysis. Wealth managers save valuable time and know their clients’ preferences and dispositions before they even meet with them.

As their mood change, investors can easily update their profiles shall they wish to.

More robust questionnaires

Investors fill them out whenever they want without the discomfort of feeling scrutinized.

Questions evolve based on previous answers and remain relevant to the respondent.

Inconsistencies in responses are detected.

Broader questionnaires

Questionnaires are dedicated to specific aspects of the risk profile (capacity vs. tolerance).

Personal values are systematically and fully integrated into the profile.

Dynamic questionnaires

Norsia’s questionnaires are digital and sequenced so that the time required to complete them matches the time investors are ready to spend on them.

Norsia’s questionnaires provide instant analysis. Wealth managers save valuable time and know their clients’ preferences and dispositions before they even meet with them.

As their mood change, investors can easily update their profiles if they wish to.