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Investor profiling fintech Capital Preferences has launched in Australia and plans to operate in 14 countries by the year end.
The suite of tools allows financial firms to gain insights across risk, ESG, goals, spending and insurance preferences in order to personalise advice for clients.
According to Bernard Del Rey, co-founder and CEO of Capital Preferences, “Labor’s recent success in the Federal Election and the rise of independent and Green candidates came in the wake of strong campaign messaging around combating climate change and embracing sustainability.
“Further, as the dust settles from the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, the advice industry is turning its attention to innovation in service to the client – in particular, how digital technology enables deeper client understanding and delivery of more suitable, highly personalised advice at scale.”
Senior advisers Mario Modica and Peter Shepherd will lead the Australia launch, with 70 years of financial services experience between them.
To read more, please click on the link below…
Source: Fintech Capital Preferences launches in Australia – Sustainability – Digital Nation
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Image and article originally from australianfintech.com.au. Read the original article here.