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Oxford Risk
About the Organisation
Founded in 2002 by leading behavioural scientists from Oxford University, Oxford Risk use behavioural finance software in combination with AI to help investors make better decisions. Each year, investors lose on average 300 bps of returns due to the need for emotional comfort. Advisers, banks, wealth managers, pension providers, and financial institutions use Oxford Risk's software solutions to help guide investors to higher returns and enjoy greater client engagement, asset growth, and regulatory peace of mind.
Products and Services
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Investor Compass
A complete suitability assessment of your client's financial risk appetite, ESG preferences, and financial personality. Enabling you and your firm to improve investor engagement and grow and retain assets under management with regulatory peace of mind.
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Behavioural Engagement Platform
Managing a client’s emotions is every bit as important as managing their finances. Now banks, financial institutions, and D2C propositions can manage both quickly and efficiently. Turn existing client data into actionable insights that can drive 2-6x more engagement with personalised interventions.
