"The Behavioral Insight Pocket Adviser"
"The Behavioral Insight Pocket Adviser"

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CACTUS IQ - the Behavioral Insight Pocket Adviser.

The case for context-sensitive Insights and Behavioral Insight Personalities that help customers make good financial decisions.

"As Banks seek to reduce branch networks by going Mobile, customers continue to need Advise with their Financial Conversations on SPENDING, EMERGENCIES, SAVINGS, PENSION BENEFITS AND INVESTMENTS. Customers are seeking INFORMATION, GUIDANCE and ASSURANCE from Friends, Spouses and complete strangers. It should not come as a surprise that many individuals both Employed and Unemployed are experiencing Financial Challenges, with their DAILY MONEY MANAGEMENT, TAX COMPLIANCE and LONG-TERM PLANNING". CACTUS IQ was built to create an Eco-system around our Financial Conversations using Consumers Behavioral Insight enabling; Financial Planners, Bankers, Insurers, Pension and Investment Managers better address consumers Individual needs" Please have a GO

Oscar G Ofumbi ACSI

Managing Partner CactusRidge LLP

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