Unitifi

Unitifi is revolutionizing behavior based advising! We unite financial professionals & clients by providing unique insights about their financial behavior.

[Unitifi @unitifi_]

🌱 Unitifi Heads to Amsterdam for the Morningstar Sustainable Investing Summit 2024! 🇳🇱🌍

This week, we’re proud to be in Amsterdam, joining global leaders at the Morningstar Sustainable Investing Summit! Here, institutional investors dive into cutting-edge research, expert insights, and case studies that reveal the long-term ESG risks hidden beneath portfolio surfaces. 🌍📊

We’re also thrilled to announce the upcoming Dutch language implementation of our platform—ensuring local advisors have the tools to understand client behavior and make sustainable investment decisions in the Netherlands!

👉 Follow us for updates this week. To learn more about Unitifi, visit our website at https://t.co/GGqHPTAQ3K

#Unitifi #SustainableInvesting #MorningstarSummit2024 #FinancialBehavior #Amsterdam

[Unitifi @unitifi_]

📈 Election Insights for Advisors: Navigating Political Changes with Behavioral Finance 📈

With the election this week, financial concerns and economic uncertainty are top of mind for many clients. This season is a valuable opportunity for advisors to deepen their understanding of clients’ financial behaviors and attitudes.

Our latest position paper, Political Changes and Knowing Your Customer Better, explores how to leverage Unitifi’s Financial Behavioral Model to guide your clients thoughtfully through the potential impacts of political shifts. Learn how understanding client behavior can help you offer timely, personalized advice during this critical period.

📄 Read the full paper and prepare to better serve your clients during this pivotal time!

To view the paper: https://t.co/zxEcVmYC0C

To take our Financial Behavioral Assessment, use the QR code.

#FinancialBehavior #Advisors #ClientInsights #Unitifi #ElectionSeason

[Unitifi @unitifi_]

Ready to meet your clients on their side of the table?

Our tools at Unitifi allow you to treat others the way THEY want to be treated. Transforming the way you do business.

Get started today at https://t.co/SA4LQTGYRn

[Unitifi @unitifi_]

With Unitifi®, advisors can deliver a higher level of service by aligning portfolios with their clients' unique risk profiles. Advisors using behavioral insights create more trust, leading to longer, stronger client relationships.

📅 See Unitifi in action—book a demo now! https://t.co/RZX4SBVXWX

[Unitifi @unitifi_]

📊🤔How well do you know your clients?

When market volatility hits, even seasoned investors can react emotionally. Unitifi®'s behavioral finance tools help financial advisors anticipate client reactions to financial stress. By understanding where your clients fall on our spectrum, you can better guide them through uncertainty.

💡Ready to offer personalized investment advice? Schedule a demo today and see how Unitifi can help.

https://t.co/B9GY3fo8wu

#FinancialAdvisors #BehavioralFinance #ClientFirst

[Unitifi @unitifi_]

Cultivating hashtag#creativity and a strong hashtag#commitment to our goals can lead to remarkable outcomes, encouraging us to explore new possibilities and expand our horizons in both our personal and professional lives! 🙌

Let us help you get there. Visit our site for more information on our tools: https://t.co/RZX4SBWvMv

[Unitifi @unitifi_]

What if you could predict your clients' responses to financial stress, financial decision making, and market changes?

Look no further. Unitifi® provides deep behavioral insights so you can help your clients make informed decisions. Our software helps you understand how your clients want to be treated and provides you with actionable tips.

💬 Interested in upgrading your advisory practice? Schedule a demo to learn how!

https://t.co/fpZWOVfxVJ

hashtag#FinancialPlanning hashtag#BehavioralFinance hashtag#ClientEngagement

[Unitifi @unitifi_]

A simple 20-point questionnaire that reveals complexities typical financial firms and professionals struggle to pull out of clients and prospects can be completed in as little as 3-7 minutes. Seriously. Book a demo today and see for yourself: https://t.co/0MaGPzBEI7

[Unitifi @unitifi_]

Understanding your client's financial beliefs is crucial, especially during market volatility, as they can significantly influence emotional responses and investment decisions. By recognizing and addressing these ingrained beliefs before they come to the surface, allows for more informed and rational choices that lead to better financial outcomes!

Ready to know your clients better and receive actionable tips from Unitifi? Get started today at https://t.co/RZX4SBVXWX

[Unitifi @unitifi_]

Hello October. As we enter the final quarter of the year, there's no better time to revisit your client's financial goals and ensure they are on track for success. 📷 Let's make the most of these last few months together!

Are your client's financial goals clear? Are you ready for the year ahead?

Take our Financial Behavior Assessment today and set a strong foundation for your year-end planning. 📷

#Unitifi #FinancialGoals #NewQuarter #FinancialWellness #BehaviorAssessment

[Unitifi @unitifi_]

Unitifi was excited to host a group from the Netherlands attending the FPA Conference. Unitifi is now gearing up to translate our Behavioral Assessment in Dutch giving our friends from the Netherlands an opportunity to provide our behavioral finance approach that offers personalized strategies that go beyond numbers, driving deeper connections and success. Let’s work together to elevate your client relationships!

Reach out today to learn more.
#Unitifi #BehavioralFinance #ClientSuccess #FinancialInsights #BeyondTheNumbers #FPA2024

[Unitifi @unitifi_]

At FPA 2024 this week, Our CEO, Jerry Szatko, delivered an insightful presentation on "Beyond the Numbers: Leveraging Behavioral Finance for Success"! He highlighted how understanding client behaviors goes beyond traditional finance, offering deeper insights to drive more meaningful, client-focused solutions.

Missed it? No worries! We’d love to share our insights with you and show how Unitifi can help meet your clients’ unique financial needs. Our behavioral finance approach offers personalized strategies that go beyond numbers, driving deeper connections and success. Let’s work together to elevate your client relationships!
Reach out today to learn more.
#Unitifi #BehavioralFinance #ClientSuccess #FinancialInsights #BeyondTheNumbers #FPA2024

[Unitifi @unitifi_]

Unitifi is excited to be at this week’s FPA Conference in Columbus, OH. Make sure to visit us at Booth #FIN 7 to discover how Unitifi is revolutionizing financial behavior strategies!

Join our CEO, Jerry Szatko, as he presents Beyond the Numbers: Leveraging Behavioral Finance for Success on 9/18. You won’t want to miss it!

📷 Be sure to stop by for a live demo of our innovative tools and take our exclusive Behavior Assessment model. See how Unitifi can transform your client relationships!

#FPA2024 #FinancialBehavior #BehavioralFinance #FinTech #Unitifi #JerrySzatko #FinancialPlanning #BehaviorAssessment

[Unitifi @unitifi_]

We were thrilled to have presented at Morningstar’s presentation in June! Check out our presentation.

Unitifi knows what you’re up against day in and day out being all things to all people.

Learn more about our tools for you at https://t.co/SA4LQTGYRn

https://t.co/twgKGfT1Rq

[Unitifi @unitifi_]

At Unitifi®, our proprietary algorithm places clients on a personality spectrum that enables advisors to tailor investment strategies that align with their clients' comfort levels. This approach provides a nuanced understanding of how clients react to market changes.

[Unitifi @unitifi_]

Get started with Wealthbox + Unitifi

Attached is a previously recorded Webinar with Wealthbox.

https://t.co/RqmJ3zkruQ