In their own words:

• Unitifi helps understand what financial behaviors are and how they can be measured
• Unitifi can be used to improve the relationship between financial advisors and their clients
• The Unitifi platform claims to have a 99% accuracy rate and can help advisors to better understand their clients’ needs

Synopsis:

• Behavioral Finance Platform: Unitify is a tool that helps financial professionals understand and cater to their clients’ unique financial personalities.
• Personalised Investor Profiles: By analysing investor behavior, Unitify creates detailed profiles to inform tailored communication and investment strategies.
• AI-Powered Insights: Leveraging AI, Unitify offers data-driven recommendations for improving client relationships, increasing client retention, and boosting overall business performance.

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