Capital Preferences

Client Discovery Suite

 

Internationally validated client discovery methods engage clients, build interest, and drive personalised investment solutions, at scale.

By installing this app, you’ll gain access to Capital Preferences’ Client Discovery Suite within intelliflo – a modern discovery experience for acquisition, annual reviews, relationship expansion, household enfranchisement, and every other client touchpoint across the investing lifecycle.

We have implemented decades of internationally acclaimed and validated Decision Science and Behavioral Economics research to calculate an investor’s Economic Fingerprint®.

This rich dataset reveals how each investor makes life’s core financial tradeoffs, unlocking continuous suitability and personalisation.

Key Features:

  • Transform cold prospects into relationship ready leads using our scientific “give-get” methods.
  • Activate clients’ interest and monitor preference changes as the way to systematically meet more client’s needs.
  • Capture client preferences and deploy our Economic Fingerprint® Dataset to deliver superior self-directed advice, at scale.
  • Engage and enfranchise the next generation in your advice practice.
  • Anticipate how your clients will react to market swings and the changing investment landscape.

We create better outcomes because clients are understood, aligned, and educated:

  • 850,000 clients advised globally
  • 3:1 preferred by clients
  • 30 million growth and service insights
  • 2x more client referrals