Centerline drives deeper engagement with the next generation of clients, helping them to optimize returns across Mind, Body and Balance Sheet™.
See it in action
Individuals are susceptible to prospect theory and systematic cognitive biases, such as overconfidence, loss aversion and herding behavior.
An extension of Psychophysiological Economics, recognising that financial behavior is also influenced by physiological responses to distress through the peripheral nervous system.
Clients of the financial services industry are increasingly looking for more than just financial returns and managing debt. Wanting to be able to enjoy their lives NOW rather than just saving it all for their retirement in 30-40 year's time.
Hyper goal-oriented, they actively seek financial planners who can unlock the potential of their capital today to pursue self-improvement.
Centerline brings psychophysiological finance to the forefront, driving deeper engagement and connection with your clients. By integrating data collected from wearable smart device’s we help you understand what is influencing their financial decision making. These data insights empower you provide more meaningful holistic advice.
As clients go about their daily lives, we monitor their peripheral nervous system and send the data to our advanced AI system. This system keeps both you and the client informed about how far they are from their centerline, without distraction or interruption.
Through the Centerline dashboard, you can easily track your clients' condition and identify areas that need improvement. Here you can review the recommended behavioral prescriptions provided by Centerline's advanced AI Intelligent Wellness system, to inform your advice to your clients. These prescriptions can be efficiently delivered and managed via the dashboard, streamlining client touchpoints, and guiding them effortlessly back to their Centerline.