Create strong, lasting client relationships
Improving the relationship between financial advisors and their clients one conversation at a time.
Converging behavioral finance with technology
Through our own experiences as investors and in the financial services industry, we were frustrated by the often impersonal relationship between financial advisors and their clients.
We craved a more personal experience where advisors could have information at their fingertips to truly ‘know’ their clients and guide them to make better investing decisions.
When we couldn’t find anything out there that fit the bill, so we decided to build it ourselves.
Clear picture of client’s lifestyle, goals & financial history
We created the Smart360 platform to improve every conversation, enrich every interaction and guide every recommendation a finacial advisor makes on behalf of a client.
Our goal is to help create long-term, profitable client relationships built on trust and mutual respect.
Better client relationships and better financial outcomes
We apply cognitive science principles to mimic humanistic behaviour and identify behavioural patterns in our users to best serve them.
David Hosey has over 15+ years of technology and financial services experience (banking, insurance, pension and investments) in a variety of roles, most recently as head of IT at a major pension plan. David has experience implementing large scale technology initiatives and leading complex projects.
Chief Data Scientist
Kate Kim most recently worked as a data scientist and has the technical skills to ensure a strong foundation at Betterworth. Her psychology, mathematics, statistics and programming background will help the team better understand the cognitive mechanisms and machine learning algorithms to solve a class of business problems.