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Elevate your advisory practice with behavioral intelligence

Know each client’s financial personality, communication style, and decision-making patterns—so you can build stronger relationships and grow your practice.
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our world today

The client retention crisis

The wealth management landscape has shifted. Clients have more choices, higher expectations, and less tolerance for generic advice and impersonal communication. Performance alone no longer secures loyalty.
 

The numbers tell the story:

50%+

of clients left their advisor in prior years.

Source: Russell Investments

85%

of clients say the frequency and style of communication shapes whether they stay with an advisor.

Source: YCharts

70%+

of beneficiaries change financial advisors after inheriting wealth.

Source: Cerulli Associates

6-7×

more expensive to acquire a new client than to retain an existing one.

Source: Brevet Group

Every one of these numbers points to the same truth: clients stay when they feel understood. The world today is evolving for financial advisors, and a new era of wealth management is needed or you’ll become another statistic.

about unitifi

Introducing Unitifi​

Across the industry, advisors are struggling with client retention and acquisition—Unitifi exists to change that, turning behavioral intelligence into relationships that last.

See Our Solution

about unitifi

The advantage of behavioral intelligence

As a financial professional, your success depends on understanding. Unitifi gives you the behavioral intelligence to know exactly who your clients are — their financial personalities, risk tolerance, decision-making styles, and communication preferences — so you can move beyond assumptions and lead with insight.

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Know your clients at a deeper level

Go beyond traditional risk scores to uncover a client’s financial personality type and how they’re likely to respond to risk.

Strengthen relationships & establish trust

Build rapport and strengthen trust through effective communication that reflects their preferred approach and frequency.

Improve client retention & increase referrals

Clients show feel understood are more likely to stay with their advisor and refer others.

With decades of experience as a CFP®, I’ve seen many tools come and go. Unitifi’s behavioral intelligence platform is different—it deepened how I understand my clients and even lowered my E&O insurance costs.

Charles R. Korger, CFP®
Wealth Advisor, Octavia Wealth Advisors

Disclosure: Charles R. Korger serves on Unitifi's Board of Directors and holds a financial interest in the company.

solutions

Drive growth through behavioral insights

Unitifi helps advisors use behavioral insights to personalize communication, strengthen client relationships, and improve retention across the client lifecycle.
Solutions by
Client Lifecycle

Use behavioral insights from discovery through retention and generational planning.
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Solutions by Department

Align all departments around client understanding to create improved outcomes.
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Solutions by Size


From solo practices to enterprise firms, we deliver behavioral intelligence that scales with you.

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platform

How it works—client and advisor friendly

Client takes Unitifi assessment

Client completes a simple and confidential assessment in less than 10 minutes, which reveals the client’s financial personality, behavioral attributes, decision-making style, response patterns, and communication preferences — without confusing finance jargon.

Our proprietary software generates a unique profile

Each assessment provides valuable insights that bridge the critical gap among financial decisions and human behavior to reveal:
  • Financial personality type
  • Behavioral attributes and decision-making style
  • Communication preferences
  • Advisor tips for connection & guidance

You advise with knowledge & confidence

By leveraging Unitifi’s powerful behavioral snapshots, you’ll better understand the person behind the portfolio, enabling you to better communicate more clearly, guide decisions, create loyalty and drive growth.

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resources

Insights on behavioral intelligence in wealth management

Explore a wealth of resources designed to help financial professionals unlock the full potential of behavioral intelligence.

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Know Your Client Base: A Behavioral Intelligence Map for Financial Advisors

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Why 90% of Wealthy Clients Think Your Advice Is Too Generic

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What the SpaceX IPO Means for Your Clients

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A Research Foundation for Understanding Client Behavior

This white paper presents the behavioral science and empirical research that underpin Unitifi’s approach to client decision-making. Drawing on established findings in behavioral finance, it...

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