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Presenter Profile:

How they describe themselves: Capital Preferences is introducing the newest technology and first scientific approach to risk profiling. Our platform is built upon the groundbreaking research in decision science and game theory of Shachar Kariv – our Chief Scientist, and Chair of the Economics Department at University of California Berkeley. With over a year of focused development and a decade of global testing we are ready for a revolutionary launch of our enterprise investment advice platform for the financial services sector. With a global team located in the US, Europe and Asia we are ready to provide the financial services sector with a true understanding of their client’s risk preferences.

How they describe their product/innovation: We have developed the future of preference analytics. We utilise revealed preference theory to quickly recover a client’s Economic Fingerprint™ through a simple game – letting you precisely develop and deliver financial advice with a scientific basis. Our enterprise platform provides financial service firms insight into their clients’ financial risk preferences – improving the quality of advice, reducing compliance risk, and allowing powerful marketing segmentation. We move the power to the firm. Firms will truly know their clients, helping to provide targeted products while increasing efficiency in their advice process and providing the means to actively engage with clients.

Product distribution strategy: Through financial institutions

Regional Contacts:

North America: Vince Bakshani, vince@capitalpreferences.com

Europe: Claire Mellon, claire.mellon@capitalposition.com

APAC: Jamie Murray, jamie.murray@capitalposition.com