Tag: client profiling

Why digital profiling is key to inclusive investment strategies

everyoneINVESTED is on a mission to democratise investing for all, regardless of age, financial literacy, or gender. With inclusivity at the heart of its goal, the firm aims to ensure everyone has access to investment opportunities, whether they are seasoned investors or just starting their financial journeys.

UK banks leap into future: Digital profiling’s revolutionary impact

The landscape of banking and investments in the UK is undergoing a monumental shift, driven by the wave of digital innovation and new regulations. In a groundbreaking study from everyoneINVESTED, 5,021 UK banking clients were profiled digitally in just 11 days, demonstrating the efficiency and potential of digital solutions in the banking sector.

120,000+ FinTech leaders get exclusive industry stories delivered every week