Unitifi is a financial technology company who has its roots in behavioral science. They are at the forefront of the evolution of relationship-based advising by defining client behavior and Uniting the Financial Industry. They have worked with a team of behavior experts — psychologists, statisticians, and scientists— to develop a valid, reliable, and 99% accurate algorithm that can reveal how any capital holder behaves when risk is applied to their financial situation.

Financial behavior is qualified, and in Unitifi’s rare case quantified, through the ways in which an individual’s personality and self-psychology influence, or interrupt, their financial decision-making. The Unitifi Consumer Intelligence Tool is what computes the statistical relationship between investment personality, behavior tendencies, and risk tolerance of the target individual. The UCIT tool and corresponding research findings allow for a more appropriate allocation of time, resources and information for each investor on a stream-lined, data-driven basis.

Unitifi’s contradistinctive data mapping gives financial professionals tremendous insight into the ways in which those who rely on their judgement cope with financial uncertainty, and how best to communicate risk within their financial situation. In this way, Unitifi upgrades relationship-based advising to neuro-social analysis and predictive analytics. They are working to excite and enhance the financial industry by reimagining the way emotion fits into the economic arena, pursuing a more fully realized, personalized level of care for the investor, and more scientific, specialized client-treatment methods for the advisor.

Unitifi is excited to announce its recent partnering with the Lloyd’s of London national administrator, Lockton Affinity! Unitifi is here to help with compliance-related sharpening and spending. And, right now, a subscription to Unitifi entails a discount of up to 30% on Errors and Emissions Insurance. Don’t wait, schedule an introductory appointment today!

Click here to learn more about how Unitifi can help you and your firm today!

Below is an interview with Jerry Szatko from Unitifi wherein Jerry talks about Unitifi’s tool as well as how working with Unitifi can potentially decrease an investment adviser firm’s E&O insurance payments.