A look at the companies demoing live to 1,500 fintech professionals. Register today.
Capital Preferences takes the pain out of client profiling. We use game theory to create each client’s Economic Fingerprint—letting you customize advice and prove suitability.
Features
- We lower risk and raise customization potential
- We provide statistical confidence that you are providing suitable advice
- We sell to the right clients based upon their preferences
Why it’s great
Firms that know their clients best will win. Your client’s Economic Fingerprint is the key to serve them better, grow revenue, stay compliant, and lower the regulatory risk profile of your business.
Presenter
Bernard Del Rey, CEO
Del Rey is an experienced chief marketing officer, a leader at JP Morgan Asset Management and Morgan Stanley Investment Management, who then founded Capital Position, a global strategy and marketing firm.
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